JOIN OUR TEAM TODAY!
We are expanding our operations to better service our growing client base. We have a Paraplanner position available in our Hemet, CA office. This is a full-time position reporting directly to our Lead Advisor.
YOUR ROLE: The Paraplanner position supports the Advisor in preparing all Client files with critical and pertinent financial planning information. They will work with Clients, independently and as a team member.
HOW YOU WILL MAKE AN IMPACT:
-Prepare financial summaries, analysis, and plans for Clients.
-Prepare for upcoming client appointments.
-Ensure files are prepared for Client Care Team and Advisor in advance of all Client meetings.
-Work with the Client Care Team to coordinate all paperwork needs and information for Client meetings.
-Follow-up on all action items in a timely and thorough manner.
-Research information as necessary on a case-by-case basis.
-Assist in maintaining files and incoming calls to ensure appropriate hand off.
-Maintain and update regularly and as needed all policies and procedures applicable to Paraplanning and Client Care work.
- Support the Advisor in serving clients.
-Work with team on file prep, as necessary.
-Provide exceptional client care while receiving and responding to client requests.
-Open new client accounts, process account applications, and manage monetary transfers.
-Receive and respond to client service requests each day, and in a timely manner.
WHY YOU ARE THE RIGHT PERSON:
- Series 65 required
- · Concentration in accounting, business, economics, or financial planning encouraged.
- · Three years + of experience in the finance industry.
