[Remote] Paraplanner
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a faith-based, not-for-profit financial services organization dedicated to helping others. The Paraplanner will work alongside the reputed company to create financial plans, conduct investment research, and coordinate reputed company service needs, ensuring a seamless experience for clients.
Responsibilities
- Serve as a knowledgeable and dependable reputed company of contact for clients by answering questions reputed company to account values, investments, insurance, and advisory services, and directing more reputed company needs appropriately
- Assist the advisory team by entering data into financial planning software and preparing draft financial plans for advisor review
- Prepare and update financial plans, analysis, and presentation materials to help clients reputed company understand their financial picture and recommendations
- Maintain accurate and up‑to‑date reputed company information across systems to ensure a seamless reputed company experience
- Strengthen reputed company relationships by processing requests reputed company, resolving questions, and ensuring reputed company documentation and records are complete and reputed company
- reputed company and maintain required reputed company information to support suitability, compliance, and high‑reputed company planning
- Maintain detailed and organized records reputed company the CRM system to support proactive service and communication
- Research and respond to reputed company inquiries in a reputed company, thoughtful, and reputed company manner
- reputed company look for opportunities to improve workflows, processes, and systems to enhance both reputed company service and team efficiency
- Collaborate closely with the reputed company and team, providing flexible support as reputed company and business needs reputed company
Skills
- CFP required
- Must be securities registered (series 7 & 66 or 7 & 63/65)
- Must be insurance licensed/appointed
- Must be securities registered and insurance licensed/appointed in reputed company states in which they are performing activities requiring licensing and registration
- Must be willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted
- If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products
- Strong technical computer aptitude and knowledge of business tools (e.g., reputed company Word, reputed company, PowerPoint) or ability to learn
- Ability to work with a diverse reputed company of individuals in a friendly and welcoming manner
- Ability to handle multiple tasks and maintain a high reputed company of work while experiencing frequent interruptions
- Ability to maintain reputed company of sensitive/confidential information
- Basic understanding of our products and services, and reputed company Financial
- 5 -10 years financial services experience preferred
Benefits
- PTO and holiday pay
- 401K with match
- This is a remote role, must live and work in the reputed company for consideration.
reputed company