Broker Check

WE'RE HIRING! 

Position: Financial Paraplanner 

Description:

Pathway Financial Group is looking for a paraplanner to assist the licensed advisor in developing financial plans while managing client relationships and providing service support.   

 Role and Responsibilities:

  • Conduct client meetings to gather, manage, and analyze financial data for personalized comprehensive financial planning 
  • Prepare illustrations, financial plans, and other visual aids to be used in client meetings 
  • Manage client relationships throughout the financial planning process
  • Review and update client information for review meetings 
  • Provide phone and email support to service existing client accounts 

 Skillset for a successful Financial Paraplanner Candidate:

  • Detail oriented with demonstrated organizational skills 
  • Effective communicator, able to simplify complex ideas 
  • Team player, yet independently minded and highly motivated 
  • Open to working a flexible schedule that may include evenings and weekends 
  • Abide by industry rules and regulations 

 Education and other Requirements: 

  • (Preferred) College degree  
  • (Preferred) 2 years of experience in the financial service industry  
  • (Required) Ability to study and pass federal and state licenses and registrations – especially Series 6, Series 66, and Life/Accident/Health Insurance

 Benefits: 

  • Full time position 
  • Paid Holidays and Vacation 
  • Company retirement plan with matching 
  • Salary based on experience
  • Bonus and additional commission opportunities available 

 Please submit resume and direct all inquiries to brianasper@pathwayfinancial.biz 

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