Job Summary

A financial services company has a current position open for a Remote Financial Paraplanner Client Relationship Manager.

Core Responsibilities Include:

• Preparing ongoing financial planning deliverables
• Assisting with the client’s implementation process
• Analyzing client’s existing holdings and overall asset allocation

Skills and Requirements Include:

• Must have Series 7, Series 63 or 66
• Life & Health insurance license or able to obtain within six months
• Minimum of 3 – 5 years of direct experience in financial services industry
• Strong communication and analytical skills
• Organizational and multi-tasking ability
• Tech-driven / savvy