Job ID: 50178
Location: Greenville, South Carolina
Employment Type: Direct Hire
Last Updated: 19 days ago
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A Financial Planning firm in Greenville is seeking a Paraplanner to join their team.  The ideal candidate will be proactive, have excellent communication skills, and the desire to grow as a team. 
Responsibilities:
  • Answer client questions related to account and resolve issues
  • Review and update client information 
  • Utilize data to create charts and graphs for client meetings and prepare all necessary documentation
  • Construct initial drafts of financial plans
  • Input data into system and maintain records
  • Provide planning updates, portfolio changes, and return information to clients
  • Maintain current knowledge of financial planning concepts, laws, and regulations
Qualifications:
  • Bachelors in Finance, Economics, or related field
  • 2 – 3 years of experience in client facing financial service role
  • Series 65 or CFP license preferred
  • Excellent written and verbal communication
  • Ability to work in a fast paced, changing environment
  • Proficiency with Portfolio Management software
  • Experience with Microsoft Office
Compensation & Benefits: 
  • $53,000 – $70,000/yr based on licenses and qualifications
  • PTO
  • 401(k)
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