Paraplanner

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our financial planning firm located in St. Louis, MO is seeking an individual to support the firm’s wealth managers and financial planning process by conducting client research, preparing for client meetings and building financial plans.

The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!

The below job description outlines the responsibilities of the Paraplanner -

Minimum Requirements:

• 2+ years of office experience in a fast-paced environment
• Significant understanding of the financial planning process and markets in general
• Intermediate to advanced skills with MS Office Suite, specifically Excel
• Desire to obtain long-term employment

This position also requires that you possess the following skills:

• Ability to prioritize projects and manage time
• Savvy client service to include excellent communication; both verbal and written
• Strong follow-through
• Good-natured, positive attitude
• Ability to demonstrate persistence to achieve quality
• Strong organizational skills, detail-oriented, proactive, and resourceful
• Friendly, professional phone manner and enjoys working with a variety of clients
• Reliable with exceptional work ethic
• Demonstrate maturity and poise under pressure
• Flexibility to contribute as part of a team as well as independently

Responsibilities:

• Utilize various websites and software to obtain client and account information
• Inputs client data into financial planning program
• Gather account values and complete client review summary for upcoming client meeting
• Prepare preliminary written plan and product solutions for advisor review, that will fit a client’s risk tolerance and time frame
• Finalize written plan with client once Advisor puts solutions into place
• Track next steps in the planning process for clients
• Document CRM system to ensure client files are updated

Salary:

• $60,000-$65,000

Benefits:

• Health insurance
• PTO
• Simple IRA
• Discretionary Bonus

Presented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!