Pensions Paraplanner
Walrath Recruiting Inc
Description: Our client is currently seeking a Paraplanner to join their team. This is a full-time, permanent position.
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.
Qualifications: Bachelor's degree required
Experience in financial planning, client service, portfolio analysis, or a related field required
NYS Life, Accident & Health Insurance License preferred.
Proficiency with Microsoft Office Suite and Morningstar Advisor Workstation.
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.
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Vacancy posted 2 days ago
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