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