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PARAPLANNER

DOWNINGTOWN, PA 19335

Posted: 03/03/2020 Employment Type: Direct-Hire Industry: FINANCE Job Number: 15326 Pay Rate: $0.00

Job Description

Our client is looking for an experienced Financial Paraplanner.
The ideal candidate will have 5-7 yrs experience, and Series 7 License.
This is a Direct Hire position, salary is $65K-$75K/YR depending on experience.

Paraplanner will:
-Monitor RMD s for IRA s process RMD s for clients
-Make trades as needed
-Review client portfolios quarterly
-Input fact find information into eMoney software for retirement analysis & assist with case design for client recommendations
-Answer overflow of incoming phone calls when needed
-Schedule appointments

Job Requirements

-Bachelors Degree
-Series 7 Certification
-Established book of business is desirable
-Investment Industry Experience Required, 5-7 years

Please send updated resumes to Carol at Carol@monarchstaffing.com
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