Premier financial planning practice looking for a licensed Paraplanner (registered associate) to assist financial advisors at a high level. This position will consistently follow high standards of business and professional ethics, and legal and regulatory requirements. The key areas of responsibility include: financial planning, portfolio management, insurance, retirement plans management and client service.

Position Functions and Responsibilities:

Ø Preparation of ongoing financial planning deliverables

Ø Assisting with the client’s implementation process

Ø Analyzing client’s existing holdings and overall asset allocation to provide recommendations for allocation and/or rebalancing of portfolios

Ø Execution of trades

Ø Running portfolio illustrations and hypotheticals

Ø Developing appropriate product deliverables

Ø Providing relevant and up-to-date economic and market information during portfolio management meetings

Ø Communicating and servicing high net worth clients

Ø Leveraging on web-based contact management system to monitor client issues

Ø Developing and preparing insurance illustrations

Ø Analyzing insurance illustrations and contracts

Ø Tracking insurance underwriting progress

Ø Keeping up with insurance industry trends and continuing education course(s)/seminar(s) as required

Ø Managing retirement plan systems (SRAs, SEPs, 401Ks, etc.)

Ø Supervising and evaluating paraplanner assistant

Ø Act as a technical resource, provide training and support team members

Ø Other duties assigned by advisor

Minimum Qualifications:

Ø Must have Series 7, and Series 65 or 66

Ø Life & Health insurance license (or able to obtain within two months)

Ø Minimum of 3 – 5 years of direct experience in financial services industry

Ø Strong communication and analytical skills

Ø Organizational and multi-tasking ability

Ø Tech-driven / savvy

Ø Good attitude with others

Ø Motivation for self-improvement

Compensation

Compensation commensurate with relevant experience. Group medical, dental, life & disability. 401K after one-year employment. Holidays and paid time off per company policy.