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Financial Paraplanner

Valley View, OH
Posted 1 month ago

A successful independent RIA firm in the Valley View, OH area is seeking to add a financial paraplanner to their team. You will be responsible for developing and executing client relationships and collaborating on financial and investment plans with the Managing Advisor and other team members.

Job Responsibilities and Qualifications

  • Work with internal teams to delivery excellent customer service to existing clients and new prospects
  • Advise clients of advantages, risks, and disadvantages of various products and strategies
  • At least 3 years in a paraplanner or Advisor assistant position
  • Active Series 7 and/or 66 (63/65) license
  • A valid and active Life, Health, and Long-Term Care Insurance License
  • Bachelor’s degree in finance, business, economics, or related field preferred
  • Competitive Salary, plus bonus pay
  • Medical, dental, vision
  • Friday afternoons off
  • Professional development assistance

Job Features

Job CategoryFinancial Advisor Opportunities

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