Securities and Insurance Licensed Paraplanner

Job Summary

A company is looking for a Paraplanner to support financial planning and client service needs.

Key Responsibilities

• Prepare financial plans and conduct investment research and analysis
• Coordinate client service needs and maintain accurate client information
• Assist the advisory team by entering data into financial planning software and preparing draft plans

Required Qualifications

• Previous administrative/secretarial experience desired
• Must be securities registered (series 7 & 66 or 6 & 63) and insurance licensed/appointed
• Willingness to complete Long-Term Care training as required
• Demonstrated customer service experience, preferably 2+ years
• Strong technical computer aptitude and knowledge of business tools