Job description

Paraplanner

Private Wealth Advisory Practice – Roseville

Join a team where you have support, training and an entire team behind you rooting for your success.

This opportunity provides you with a career growth path and an entire team to support you and work alongside.

· Ready for a bigger team and company where you can feel supported?

· Stability of working with a larger firm.

· Get out of the grind to have to identify clients and sell, and support a winning team!

Opportunity: Paraplanner. This position is open as a result of company growth.

Paraplanner – Job Responsibilities

You will be integral in supporting the team and Financial Advisors as the first point of contact for both prospective and existing clients. You will coordinate client service activities including:

· Respond to client inquiries including researching answer to client questions

· Track prospective clients and guide through implementation process

· Provide Advisor support to prepare for client meetings, including preparing any necessary forms

· Prepare correspondence and financial planning deliverable letters for clients

· Follow up with clients to check in, maintain and develop the client relationship and follow up regarding Advisor recommendations to client

· Receive client trade instructions and work with Advisors on implementation

· Process client transactions on Thompson ONE Brokerage Platform

· Update client database with all client communication and activities

A successful Paraplanneris someone who enjoys bringing a smile to clients faces through positive interactions with clients, is very organized with excellent follow-up and follow-through, and enjoys supporting and working with a team.

Paraplanner – Required Prior Experience & Qualifications

· Active Series 7 and Series 66 licenses (or planning to obtain licenses within 6 months)

· Prior experience working with a broker/dealer, financial advisor, mortgage or banking industry in a customer/client support, paraplanner or related role

Compensation DOE (hourly) and is eligible for overtime. You may also elect a flexible schedule to receive every other Friday off. You will be provided with comprehensive benefits and retirement package including medical, dental and vision insurance, 401k with profit share, vacation and sick time. In addition, we are pleased to cover your costs for licensing and continuing education towards your training and development goals.

Job Type: Full-time

Pay: $70,000.00 - $72,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Physical setting:

• Office

Schedule:

• 10 hour shift
• 8 hour shift
• Overtime

Supplemental pay types:

• Bonus pay

Work Location: One location

caravetterealestate.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, caravetterealestate.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, caravetterealestate.com is the ideal place to find your next job.