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Paraplanner

Company: gpac
Location: King Of Prussia
Posted on: May 15, 2024

Job Description:

Job Description

Private Wealth Management Para-planner

We are seeking an organized and detail-oriented para-planner to join a growing private wealth management team. The para-planner will work closely with financial advisors to prepare financial plans, develop investment proposals, and ensure adherence to compliance procedures.

Responsibilities:

  • Prepare financial plans, investment proposals, asset allocation analyses, and other documents to support financial advisors
  • Maintain client data and update client files and account paperwork
  • Perform administrative tasks such as scheduling meetings, opening new accounts, and managing paperwork
  • Assist with compiling profiles of prospective clients
  • Ensure all activities and recommendations comply with industry regulations and firm policies Requirements:
    • Bachelor's degree in Finance, Accounting or related field preferred
    • 1+ years experience in financial services or wealth management preferred
    • Proficiency with financial planning and CRM software
    • Strong organizational, time management and follow up skills
    • Excellent written and verbal communication abilities
    • High attention to detail and accuracy
    • Series 7 and 66 licenses a plus
      We offer a competitive salary and benefits package along with opportunities for career advancement. Our team prides itself on having a collaborative, high-integrity work environment focused on building long-term client relationships.

      If you meet the qualifications, please submit a resume by simply applying.

      All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Keywords: gpac, Philadelphia , Paraplanner, Other , King Of Prussia, Pennsylvania

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