Plan Manager - Paraplanner

This job has been removed
Location: Remote
Compensation: Salary
Staff Reviewed: Tue, Apr 02, 2024
This job expires in: 11 days

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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