Description: As a para-planner , you will work closely with our financial advisors to prepare financial plans, develop investment proposals, and ensure compliance with industry regulations and firm policies.
Responsibilities:
Prepare financial plans, investment proposals, and asset allocation analyses to support financial advisors.
Maintain client data and update client files and account paperwork accurately.
Perform administrative tasks such as scheduling meetings, opening new accounts, and managing paperwork efficiently.
Assist in compiling profiles of prospective clients to facilitate client acquisition efforts.
Ensure all activities and recommendations comply with industry regulations and firm policies.
Requirements:
Bachelor's degree in Finance, Accounting, or a related field preferred
1+ years of experience in financial services or wealth management preferred.
Proficiency with financial planning and CRM software
Strong organizational, time management, and follow-up skills
Excellent written and verbal communication abilities
High attention to detail and accuracy
Series 7 and 66 licenses are a plus.
Benefits:
Medical, Vision, Dental, AD&D ST/LT Dis
Incredible PTO, Potential for Flex Time
Bonus Potential
If you are passionate about delivering service excellence and thrive in a fast-paced, client-focused environment, we invite you to join our team. Please submit your resume to to apply for this exciting opportunity.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
