Paraplanner
4.
0 Visalia, CA Visalia, CA Full-time Full-time From $30 an hour From $30 an hour 11 days ago 11 days ago 11 days ago The Paraplanner works closely with the Financial Advisor, is involved in all aspects of the business and takes a critical role in the growth of the practice.
The Paraplanner supports the Advisor in preparing for Client meetings, developing customized personal Financial Plans for new and existing Clients and delegates follow up items to the Team.
The ideal candidate is highly motivated, detail oriented and able to communicate effectively and efficiently with Clients.
The Paraplanner role provides a career path to develop into a future Financial Planner at Hermes Wealth Strategies.
Role and Responsibilities Client Onboarding Gathers and inputs data into Financial Planning software Performs analysis of information received Schedules Financial Planning meetings Prepares Advisor for upcoming Client Meetings Prepares customized Financial Plans under the direction of Advisor Tracks and monitors Financial Planning fees Provides positive and professional service to assigned Client base Builds and maintains a relationship with assigned Client base Delegates follow up tasks to the Team Provides Clients with access and support to online web portal Maintains updated Client information and notes in CRM, to ensure integrity of database Maintains and improves existing Financial Planning processes Job Type:
Full-time Pay:
From $30.
00 per hour Expected hours:
80 per week
Benefits:
401(k) Paid time off Schedule:
8 hour shift Monday to Friday
Experience:
Financial planning:
2 years (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
0 Visalia, CA Visalia, CA Full-time Full-time From $30 an hour From $30 an hour 11 days ago 11 days ago 11 days ago The Paraplanner works closely with the Financial Advisor, is involved in all aspects of the business and takes a critical role in the growth of the practice.
The Paraplanner supports the Advisor in preparing for Client meetings, developing customized personal Financial Plans for new and existing Clients and delegates follow up items to the Team.
The ideal candidate is highly motivated, detail oriented and able to communicate effectively and efficiently with Clients.
The Paraplanner role provides a career path to develop into a future Financial Planner at Hermes Wealth Strategies.
Role and Responsibilities Client Onboarding Gathers and inputs data into Financial Planning software Performs analysis of information received Schedules Financial Planning meetings Prepares Advisor for upcoming Client Meetings Prepares customized Financial Plans under the direction of Advisor Tracks and monitors Financial Planning fees Provides positive and professional service to assigned Client base Builds and maintains a relationship with assigned Client base Delegates follow up tasks to the Team Provides Clients with access and support to online web portal Maintains updated Client information and notes in CRM, to ensure integrity of database Maintains and improves existing Financial Planning processes Job Type:
Full-time Pay:
From $30.
00 per hour Expected hours:
80 per week
Benefits:
401(k) Paid time off Schedule:
8 hour shift Monday to Friday
Experience:
Financial planning:
2 years (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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