Associate Paraplanner Position Available In Greenville, South Carolina
Tallo's Job Summary: A Financial Planning firm in Greenville is seeking a Paraplanner to join their team. The ideal candidate will have a Bachelors in Finance, Economics, or related field, 2-3 years of experience in a client-facing financial service role, and Series 65 or CFP license preferred. The salary ranges from $53,000 to $70,000 per year based on licenses and qualifications.
Job Description
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)
