Paraplanner

Job Summary

A company is looking for a Paraplanner to join its Advanced Wealth Planning Team.

Key Responsibilities

• Contribute to the development and implementation of financial plans for clients
• Support the wealth planning team through financial planning research unique to each client
• Facilitate preparation for client meetings and assist in data gathering and entry

Required Qualifications

• Bachelor's Degree
• A passion for the wealth management industry
• Experience with Excel, Word, Outlook, and PowerPoint, with an emphasis on Excel
• Highly organized and technically strong
• Ability to think strategically and creatively in a fast-paced environment