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