Plan Manager - Paraplanner
Job is Expired
Location: Remote
Compensation: Salary
Reviewed: Tue, Apr 02, 2024
Job Summary
A company is looking for a Plan Manager - Paraplanner.
Key Responsibilities:
- Cultivate relationships with advisors to ensure client satisfaction and drive utilization of planning services
- Collaborate with teammates during the plan development process and present completed financial plans professionally
- Identify advisor needs, refer opportunities to business partners, and maintain knowledge of Comprehensive Advice offerings
Required Qualifications:
- Bachelor's Degree in Business, Finance, or equivalent experience
- Must have CFP or equivalent experience
- 5+ years of financial services experience with 3+ years in developing comprehensive financial plans
- Strong understanding of personal financial planning concepts
- Proficiency in financial planning software like eMoney, MoneyGuide, or RightCapital
COMPLETE JOB DESCRIPTION
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Job is Expired
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