Financial Paraplanner
$90k - $120kDavidov Financial Coaching, LLC
Davidov Financial, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Paraplanner to join our team. We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us. We are seeking a Paraplanner to assist with building and amending financial plans for our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at davidovfinancial.com. Compensation: Salary range of $90K-$120K , commensurate with relevant experience Performance-based bonus Great Work/Life Balance with a Monday-Friday Schedule Health Insurance Plan with Company Contribution (50% of premium) Simple IRA with 3% employer match Generous PTO Policy & Paid Holidays – 13 PTO days to start A defined growth path with mentorship Responsibilities include: Build, maintain, and amend financial plans for clients Analyze tax returns and investment statements prior to client review meetings Prepare pre-meeting checklists and briefing materials for advisors Update financial plans as client circumstances change Coordinate with the client service team on data gathering and account info Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks Prepare income tax projections and run income tax scenario analysesAssist with rebalancing client portfolios We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas where we can improve. We want your input to help the firm and this position improve over time! Requirements: 3 years of financial planning / paraplanning experience Comfortable reading and analyzing tax returns and investment statements Experience with financial planning and portfolio tools – experience with eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan are a plus but not required Organization skills & attention to detail Ability to work independently while prioritizing projects and managing your time – we do not micromanage Ability to learn and implement new technology and software Ability to communicate well and work in a collaborative environment Ability to follow office processes and policies related to office operations & client privacy FPQP and those pursuing the CFP are encouraged to apply Series 65 is a plus but not required The Process: Qualified candidates will start the process by having a 15–30-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments. #J-18808-Ljbffr Davidov Financial Coaching, LLC
$90k - $120k
...estate planning firm in Garden City, NY is seeking a full-time Paraplanner to join our team. We are committed to helping our clients meet... ...seeking a Paraplanner to assist with building and amending financial plans for our clients. If you want to join a Financial Planning...FinancialFull timeWork at officeMonday to Friday- Bank of America is seeking candidates for the Merrill Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals to identify needs and deliver comprehensive recommendations, while collaborating with Merrill Financial Advisor Teams to...Financial
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Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...FinancialFull timeInternshipLocal area- ## Financial ConsultantApplylocations: Garden City/108 7th Street/110324time type: Full timeposted on: Posted Yesterdayjob requisition id: 20284**Position Title**Financial Consultant**Location**Garden City, NY 11530**Job Summary**The Financial Consultant has the primary...FinancialBank staffLocal areaNight shift
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Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...FinancialWork at office- ...relationships using the latest banking solutions and technology. You will acquire, manage, and retain clients, tailor recommendations to financial needs, and work within risk and regulatory requirements while coordinating with experts to address complex needs. Weekend/evening...FinancialWeekend workAfternoon shift
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...loan mix. Elliman Capital is a DBA of Associated Mortgage Bankers, Inc. (NMLS #24794), licensed by the New York State Department of Financial Services. Employment is at will and contingent upon maintaining active NMLS registration and compliance with the SAFE Act and all...FinancialLocal area$23 - $26 per hour
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...and year-end close process, including account reconciliations and consolidation activities. This individual will prepare and review financial statements, analyze account activity and variances, and assist with budgeting and forecasting processes. We Offer Salary: $70,000-...FinancialWork at officeMonday to Friday- ...000 - 150,000 yearly Seniority level Associate Employment type Full-time Job function Sales, Finance, and General Business Financial Services, Banking, and Business Consulting and Services Benefits Medical insurance Vision insurance 401(k) Referrals increase...FinancialFull timeWork at office
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Our client is seeking a detail-oriented Accountant to support a mix of tax preparation, accounting, and financial statement work for individual and business clients. This role is ideal for someone who enjoys hand-on client service, can manage recurring deadlines, and brings...Financial$100k - $110k
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