Sep 28, 2022
$30,000 - $35,000 yearly
The person in the Paraplanner position provides key support to clients and multiple financial advisors. The position would be a good fit for someone who is a team player, proactive, tech-savvy, and detail-oriented. There is a high volume of client and prospective client appointments, and the person in this position is responsible to ensure that the financial planning recommendations and necessary reports and other paperwork has been prepared and compiled for the advisors in advance of the appointment. Reports include Life Needs Analysis, Cash Flow Analysis, Investment Analysis, Naviplans, and others. How To Apply To apply, please email your cover letter and resume to firstname.lastname@example.org . In your cover letter, please include a response to the following questions: What are your hobbies and other interests? What excites you most about this position, and what do you hope to accomplish, from a career standpoint, by taking this position? How do you feel you...
Malay Lancaster, PA, USA Full time