Overview:
We are seeking a detail-oriented Paraplanner to join our team. The ideal candidate will assist financial advisors in providing exceptional service to clients by preparing financial plans and conducting research.
Duties:
- Collaborate with financial advisors to develop comprehensive financial plans for clients
- Conduct research on investment opportunities, market trends, and financial products
- Prepare reports, presentations, and financial analyses for client meetings
- Assist in the implementation of investment strategies and portfolio management
- Review client accounts and ensure compliance with regulations
- Maintain accurate client records and documentation
Experience:
- Strong understanding of financial concepts and technical accounting principles
- Knowledge of estate planning, wills, trusts, and estate law
- Familiarity with portfolio management and public accounting practices
- Proficiency in math and analytical skills for financial analysis
- Experience in customer relationship management and sales is a plus
Requirements:
- Bachelor's degree in Finance, Accounting, or related field
- Relevant experience in the financial services industry, Series 7 & 66 (required)
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
Benefits:
- Competitive salary
- Opportunities for professional growth and development
- Comprehensive benefits package
If you are a motivated individual with a passion for finance and a desire to help clients achieve their financial goals, we encourage you to apply for the Paraplanner position.
Job Type: Full-time
Pay: $75,000.00 - $100,000.00 per year
Benefits:
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Compensation package:
- Bonus opportunities
- Yearly bonus
Physical setting:
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No nights
Experience:
- Financial planning: 2 years (Preferred)
License/Certification:
- Series 7 & 66 (Required)
- FINRA License (Required)
Ability to Commute:
- San Mateo, CA 94403 (Required)
Ability to Relocate:
- San Mateo, CA 94403: Relocate before starting work (Preferred)
Work Location: Hybrid remote in San Mateo, CA 94403