Para-Planner
Company: GPAC
Location: Orlando
Posted on: April 26, 2024
Job Description:
Description: As a para-planner, you will work closely with our
financial advisors to prepare financial plans, develop investment
proposals, and ensure compliance with industry regulations and firm
policies.Responsibilities:
- Prepare financial plans, investment proposals, and asset
allocation analyses to support financial advisors
- Maintain client data and update client files and account
paperwork accurately
- Perform administrative tasks such as scheduling meetings,
opening new accounts, and managing paperwork efficiently
- Assist in compiling profiles of prospective clients to
facilitate client acquisition efforts
- Ensure all activities and recommendations comply with industry
regulations and firm policiesRequirements:
- Bachelor's degree in Finance, Accounting, or a related field
preferred
- 1 years of experience in financial services or wealth
management preferred
- Proficiency with financial planning and CRM software
- Strong organizational, time management, and follow-up
skills
- Excellent written and verbal communication abilities
- High attention to detail and accuracy
- Series 7 and 66 licenses are a plusBenefits:
- Medical, Vision, Dental, AD&D ST/LT Dis
- Incredible PTO, Potential for Flex Time
- Bonus PotentialIf you are passionate about delivering service
excellence and thrive in a fast-paced, client-focused environment,
we invite you to join our team. Please submit your resume to
james.ford@gogpac.com to apply for this exciting opportunity.All
qualified applicants will receive consideration without regard to
race, age, color, sex (including pregnancy), religion, national
origin, disability, sexual orientation, gender identity, marital
status, military status, genetic information, or any other status
protected by applicable laws or regulations. GPAC (Growing People
and Companies) is an award-winning search firm specializing in
placing quality professionals within multiple industries across the
United States since 1990. We are extremely competitive,
client-focused and realize that our value is in our ability to
deliver the right solutions at the right time.
Keywords: GPAC, Spring Hill , Para-Planner, Other , Orlando, Florida
Didn't find what you're looking for? Search again!
Loading more jobs...