GLEN MILLS, PA 19342
Direct Hire, $40, 000-$60, 000 annually salary (depending on experience)
As a junior member of the financial planning team this role will support the senior financial planners. The paraplanner will support the financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations, and coordinate marketing events.
Responsibilities will include:
Generating the financial scenario reports for a client
Assist the financial planners in preparing the presentation of the information, including producing charts, graphs, and histograms to act as visual aids to educate the client
Follow up with the client and any necessary staff to ensure that the plan is followed, and to help making changes to the plan over time.
Familiarity with Thompson One Brokerage Platform computer software.
Proven record of office and administrative skills.
Previous experience in the Financial Services Industry.
Qualified and interested candidates please contact Arielle firstname.lastname@example.org