Paraplanner growing into financial advisor
Core
Support financial advisors by preparing preliminary financial plans, insurance illustrations, and investment reports while managing client data and processing transactions.
Role type
Paraplanner growing into independent financial advisor
Builds
Financial planning recommendations, insurance solutions, and investment portfolios for clients
Domain
Financial planning and wealth management
Required skills
Financial planning, insurance illustration, investment analysis, client data management, transaction processing, compliance adherence, client communication
Preferred skills
Series 7, Series 66, life/accident/health licenses, financial planning designations, 2-5 years industry experience
Technologies
Thomson One, MoneyGuide Pro, Morningstar, Salesforce, Microsoft Office 360
Responsibilities
Prepare preliminary financial planning recommendations and initial product solutions; Prepare and understand insurance for client meetings; Develop portfolio/product solution recommendations; Process transactions for insurance, annuity and brokerage products; Make calls to gather client data and qualify new clients; Maintain ongoing compliance database
Seniority
Mid-level, growth track