What are the responsibilities and job description for the Paraplanner position at HRCoach?
Heirloom Private Wealth - Ameriprise – Glastonbury, CT – a dynamic, growth oriented, well established financial advisory practice is seeking a fulltime licensed Paraplanner. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.
Job Purpose:
Serve as a Paraplanner, providing exceptionally friendly, helpful, high-quality service to our clients.
Responsibilities:
- Financial planning case analysis
- Data analysis
- Entering financial data into Naviplan
- Meeting preparation/deliverables
- Illustrations
- Paperwork processing
- Client service
- Executing trades and transactions
- Special projects as needed
Qualifications:
- Bachelor’s degree
- 2 years of similar work experience in the financial services industry
- NASD/FINRA Series 7, 66 and life and health preferred - ability to study and pass is required
- Pleasant, professional and friendly manner with excellent interpersonal skills
- Outstanding client service skills
- Highly organized, accurate, and attention to detail
- Proven analytical and independent problem-solving skills
- Highly proficient in Microsoft office including Excel, Word and Outlook
- Excellent written and verbal communication skills
- Ability to prioritize and manage multiple responsibilities
- Strong personal and business ethics and integrity
- Desire to grow and learn within the practice
Salary and Benefits:
- $55K - $64K based on licensing and experience
- Health insurance assistance, PTO and Simple IRA with match
How to Apply:
Please submit the following for consideration:
- Cover letter
- Resume
We are an Equal Opportunity Employer
Salary : $55,000 - $64,000