Paraplanner

Description: Our client is currently seeking a Paraplanner to join their team. This is a full-time, permanent position. Responsibilities Include: Gather and follow up on client financial information. Prepare personalized financial plans and executive summary reports. Research retirement, pension, Social Security, healthcare, tax, and estate planning topics. Build and analyze investment portfolios using Morningstar Advisor Workstation. Create financial analyses, spreadsheets, flowcharts, and planning documents using Microsoft Office Suite. Prepare client files and meeting materials for advisors. Maintain accurate records and strict confidentiality. Qualifications: Bachelor's degree required FINRA Series 7 & Series 63 licenses required Experience in financial planning, client service, portfolio analysis, or a related field required CFP, RICP, or other advanced designation (completed or in progress) preferred. NYS Life, Accident & Health Insurance License preferred. Proficiency with Microsoft Office Suite and Morningstar Advisor Workstation. Strong analytical, organizational, and communication skills. Detail-oriented, self-motivated, and able to work independently. Ability to work effectively with individuals at all levels while maintaining strict confidentiality.

M -F 8-5

In-Person PTO 401K For more details on this role please contact View email address on click.appcast.io or call View phone number on click.appcast.io. Please reference the specific job number you are inquiring about. The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location. This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form. #J-18808-Ljbffr Walrath Recruiting, Inc.