Paraplanner

1st Choice Financial Services • united states, united states, us • 3m ago

Join Our Team as a Paraplanner at 1st Choice Financial: Your Next Big Opportunity!(www.1stChoiceFinancialServicesinc.com)

Are you ready to make a real difference in people's lives while advancing your career in financial planning?

At 1st Choice Financial, a family-owned small business located in Camp Hill, PA, we are dedicated to helping our clients - especially those nearing or in retirement - secure their financial future. We are now looking for a Paraplanner to join our team and play a key role in our mission to deliver exceptional financial planning services.

Why This Is the Job Opportunity You’ve Been Waiting For:

In this role, you won't be just another employee - you'll be an integral part of our family-like team. You'll work closely with and provide essential support to our 3 Financial Advisors, helping to prepare financial plans, gather client date, and process applications. This is your chance to be valued and make a meaningful impact.

What You’ll Do:

As a Paraplanner at 1st Choice Financial, your primary role will be to assist and support our 3 Advisors. Here's what you can expect day-to-day:

Prepare financial plans for client meetings.
Research and recommend appropriate investments.
Gather client data, including risk tolerance and financial goals.
Review client meeting notes and track financial plan activities and workflows.
Maintain accurate client records.
Attend evening workshops twice a month.
Respond to client inquiries and provide readily available information.
Prepare files for investment proposals and portfolio reviews.

Who You Are:

We're looking for someone special - someone who is a great communicator, a team player, and has strong attention to detail. the ideal candidate will have:

Excellent research, analytical, and problem-solving skills.
The ability to work independently and meet deadlines.
Knowledge of financial planning software (a plus).
A genuine interest in helping and caring for others.
A passion for financial planning and a desire to learn more about investments and financial topics.
(Preferred) Associate's degree or 1-2 of experience in the financial services industry.
PA Life, Health, and Annuities License (required within 90 days of hire).

Ready to Apply?

At 1st Choice Financial, you'll be more than just an employee - you'll be part of a team that's dedicated to helping clients achieve financial peace of mind. If you're ready to take the next step in your career and be part of a supportive and growing business, we'd love to meet you!

Benefits: