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Wealth Management Paraplanner

  • Division: Accounting & Finance
  • Level: Non-Management
  • Type: Direct Hire
  • JobID: 30755
  • City/State: Franklin, Tennessee
Job Description

Independent firm with a great reputation is seeking a Wealth Management Paraplanner to join their team.  Ideal candidate currently has their Series 7 and 66 and is focused on servicing established clients of the team.  Essentially this is the “Director of Operations” for this group.

Essential Duties and Responsibilities

  • Help prepare plans and reports as outlined by the financial planner.
  • Update financial plans for clients as needed per the planner.
  • Research and gather new information to provide financial planners with updated projections.
  • Attend client meetings to take notes and follow up on administrative tasks.
  • Help clients accommodate special circumstances.
  • Keep up to date on market trends and financial regulations/laws.
  • Build and maintain strong relationships to retain existing clients.

Requirements

  • 5+ years of experience in financial services required   
  • Valid professional licenses - Series 7 & 66 required
  • Must be technically savvy and proficient in MS Office 
  • Strong ethics with a customer-oriented attitude
  • Knowledge of investment concepts, practices, products, financial markets and procedures used in the securities industry
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