CLIENT SERVICE SPECIALIST/PARAPLANNER Through our work, clients are able to make and implement decisions that move them closer to realizing their financial goals and dreams. We accomplish this by showing clients actions and strategies to implement using the financial planning process, helping them achieve their financial goals. Work as a full time employee of an independent private wealth advisor...
If you are an experienced Paraplanner/Investment Associate who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribution, then do not miss this great opportunity! A well established, wealth management firm in the Woodbury, MN area, seeks a talented and professional Paraplanner/Investment Associate to join a fast paced team. We are a full service i...
Description: Are you interested in working in an environment where integrity, excellence, and innovation are among our core principles? Do you want to be part of a growing company that serves others in life changing ways? KPLL Private Wealth is a comprehensive wealth management firm founded in 2003 and is located just north of Mockingbird Station. We are looking for highly motivated candidates for...
PARAPLANNER MADISON WEALTH MANAGERS Job Summary Position: Paraplanner Company: Madison Wealth Managers Location: Clifton Park, NY 12065 Industry: Financial Services Job Type: Full Time Salary: Base of $30,000 plus bonus/commissions Summary: The primary function will be assisting financial planners in reviewing, analyzing, and preparing financial plans for clients. This role is appropriate for cand...
Randstad is currently recruiting for a full time Paraplanner in the Huntsville area. The duties of the position will include setting up new clients in database, scheduling meetings, processing all client paperwork, monitoring financial situations, communicating with financial advisor on all aspects of client accounts, preparing recommendations and implementing recommendations. This person will be...
Beacon Financial Group is currently searching for a CFP Paraplanner. The role would include the responsibilities of creating retirement and estate plans. Duties would also include working with financial planning software to assist in the wealth management process, creating and maintaining our planning process. Looking for an experienced individual within the securities industry. Preferably the can...
Well-established and highly successful Cherry Hill financial planning organization is now accepting resumes for the position of Financial Planner. This is a salary plus bonus position supporting two commission-based financial planners for high net worth clients and business owners. We are looking for someone who is great with clients but does not want the burden of prospecting and generating commi...
Barber Financial Group is one of Kansas City’s fastest-growing and most trusted wealth management firms, well-known for its ability to coordinate investment management with insurance, tax and estate planning by integrating the “four pillars" of wealth management. Founder Dean Barber and his advisors are regularly called upon by CNN, CNBC, Fox, and Bloomberg Radio in addition to several other media...
Position title: Administrative Assistant Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as anemployee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily businessoperations. This position completes tasks previously performed by the advis...
Company Confidential Newtown, PA
Financial Planning Coordinator We are seeking a talented full-time financial planning coordinator to help one of our principals serve our clients in our growing firm. This position plays an integral role in the firm’s operation and future growth. In this critical role, you will: 1. Develop and/or present financial planning recommendations and/or alternatives under the principal’s guidance. 2. Prep...
Qualifications College Degree or equivalent work experience Min 3 years of client service experience in financial industry-Broker/Dealer BD Understanding of investment accounts, registrations and compliance Professional licenses: Series 6, 63 or Series 7, 66 and TN Life and Health Insurance License a plus CFP, ChFC, or Registered Paraplanner designation desired Responsibilities Assist planner in a...
POSITION: ADMINISTRATIVE AND MARKETING ASSOCIATE Position Overview This position is a combination of an administrative assistant, client care specialist, and marketing associate. The position is critical to the success of our business, our ability to work as a high-functioning team, and promoting our services and value proposition. The ideal candidate has an interest in personal finance and a desi...
TrustCore Financial, Inc. Position: Client Services Associate Supervised by: Office Manager Purpose: Handle daily and ongoing client service duties for assigned planners. Be a resource for the Planners, andtheir clients, and provide excellent service to the planners, clients, and the firm. Qualifications · College Degree or equivalent work experience. · Minimum 3 years of client service experience...
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on cli...
Company Confidential Boca Raton, FL, 33431
Overview Busy Boca Raton fee-only financial planning and investment management firm seeks full- or part-time Financial Planning Associate for full range of client and professional services. Applicant will assist with administrative and financial planning tasks such as opening new accounts, coordinating asset transfers, gathering and analyzing client data, preparing retirement projections and inves...
Wealth Management Firm, with over 25 years of history in Marietta, GA, is looking for a full-time Client Relationship Manager/ Paraplanner Responsibilities include: 1. Working one-on-one with one of the firm’s Financial Planners 2. Attending all client meetings with the Financial Planner 3. Ensuring all client meetings are prepared for 4. Being a liaison between the Financial Planner and the Admin...
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Answers for Paraplanner Jobs
Questions & Answers Powered by Yahoo! Answers
How can I become a Financial Analyst in Australia?
I am a Paraplanner who assist financial planner to prepare Statement of Advice in a financial planning company however I always want to become a Financial Analyst. I have just sit for my CFA LEVEL 1 e...
Is a Master's degree in personal financial planning worth it?
I've already passed the CFP exam and just need to get the work experience to get the designation. The trouble is that I have essentially no experience, so getting hired even as a paraplanner is diffic...
What should my job title be?
I have recently been given the opportunity to discuss my pay and role with my boss and I want to go in with possible job titles. I look after the admin in the office, I fix the computers and deal w...
What to wear at an interview?
Hello...I am going for an interview for a Trainee Paraplanners position on Monday and would like advice on what to wear ? I was thinking a black suit with blue shirt and black heels! Or just black tr...
What is a paraplanner?
What are the typical job duties of a paraplanner. What pay should be expected? Should any licenses be obtained
Finance Career Tools
$29,120.00 - $165,200.00
Typical Salary for Financial Planner
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Answers clients' questions about the purposes and details of financial plans and strategies.
Explains and documents for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.