Licensed Paraplanner
Core
Supports financial advisors in investment operations, portfolio construction, account administration, and client service to deliver exceptional client experience.
Role type
Licensed Paraplanner (Wealth Management)
Builds
Investment portfolios, insurance proposals, and client account services
Domain
Financial Services / Wealth Management
Required skills
Series 7 & 66 licensing, wealth management experience, trading and investment knowledge, portfolio rebalancing, account administration, compliance maintenance, financial planning data management, insurance proposal creation
Preferred skills
Familiarity with Tompson & Vestmark trading platforms
Responsibilities
Extensive trading including writing covered calls, generate investment recommendations, monitor and rebalance portfolios, process money movements and withdrawals, assist clients with investment-related requests, maintain trading policy compliance, create life and disability insurance proposals
Seniority
Mid-level, hands-on IC