Job description
Bernardo Wealth Planning is a family business, where we make our employees and clients a part of the family! And because family comes first, we offer flexibility to our staff so they can make their families a priority. We use tools like flex time, taking PTO by the hour, work from home days and a general understanding of when things just come up to help accommodate life outside of work. We are a small company who support each other, both inside and outside of the office, and even have weekly team lunches together. We are truly a family and are excited to add to it!
We are currently hiring a Paraplanner and Junior Financial Advisor. Responsibilities include data recording during the inventory and goal setting meetings, client follow up after meetings, organization of client information for the plan, data entry in the eMoney platform, critical thinking and problem solving for alternative and/or recommended scenarios, working alongside the lead wealth coach (Certified Financial Planners™), assisting in the plan presentation with the lead wealth coach, and disseminating implementation tasks to the service team via the company CRM (client relationship management software, Redtail).
We do require previous experience in an office, along with skills in the Microsoft suite. Previous experience at a financial institution as a client service associate would be preferred. We use Redtail Technology as our CRM but any experience with Salesforce or a similar platform is acceptable. A strong ability to adapt to a face-paced environment, learn new technology and provide exceptional customer service are necessary for this role.
Bernardo Wealth Planning, LLC is a planning-based, family wealth advisory business with a specialty in alternative asset classes. Our business is growing exponentially, and we are excited to continue expanding our family!
Job Type: Full-time
Salary: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Paid time off
- Paid training
- Parental leave
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
Ability to commute/relocate:
- Harleysville, PA 19438: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Customer service: 2 years (Required)
Work Location:
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Vision insurance
Compensation package:
- Bonus opportunities
- Profit sharing
Weekly schedule:
Work setting:
Experience:
- Customer service: 2 years (Preferred)
Work Location: In person