Paraplanner Position Available In Orange, Florida

Paraplanner Strong Point Financial 7680 Universal Boulevard, Orlando, FL 32819 Job Overview We are seeking a detail-oriented and motivated Paraplanner to join our financial services team. The ideal candidate will play a crucial role in supporting financial advisors by preparing comprehensive financial plans, conducting research, and ensuring that all client documentation is accurate and up-to-date. This position is perfect for someone looking to advance their career in the financial industry while gaining valuable experience in wealth management and estate planning. Duties Collaborate with financial advisors to develop tailored financial plans for clients, focusing on their specific needs and goals. Conduct thorough financial analysis, including reviewing client accounts, investment portfolios, and asset management strategies. Prepare documentation related to wills, trusts, estate law, and estate planning to ensure compliance with legal requirements. Assist in the preparation of presentations for client meetings, providing clear insights into financial strategies and recommendations. Maintain accurate records of client interactions and ensure all information is securely stored in compliance with regulations. Stay updated on industry trends, regulations, and best practices related to financial services and wealth management. Support sales initiatives by providing research and insights that can enhance client engagement and satisfaction. Experience A background in financial services or a related field is preferred, with knowledge of wills, trusts, estate law, and estate planning being highly beneficial. Strong analytical skills with experience in financial analysis and technical accounting principles. Familiarity with asset management strategies and wealth management practices will be advantageous. Excellent organizational skills with the ability to manage multiple tasks efficiently while maintaining attention to detail. Proficient in using financial software tools and Microsoft Office Suite for documentation and reporting purposes. Strong communication skills are essential for effectively collaborating with team members and interacting with clients. Join our team as a Paraplanner where you can leverage your skills in a dynamic environment dedicated to helping clients achieve their financial goals!

Job Type:

Full-time Pay:

From $45,000.00 per year

Benefits:

Paid time off Paid training Professional development assistance

Compensation Package:

Bonus opportunities Ability to

Commute:

Orlando, FL 32819 (Required)

Work Location:

In person