Hey Justin-

Take a look at this template below and let me know if it captures the job duties you desire:

JOIN OUR TEAM TODAY!

We are expanding our operations to better service our growing client base. We have a Paraplanner position available in our Hickory, NC 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.