Paraplanner (Harrison, NY) Harrison

Please click here to apply.. http://app.hireology.com/s/23502

Paraplanner

Location: Harrison, NY

Case Analysis

· enter data using applicable software into computer

· examine data, inventories or initial schedules for accuracy and completeness

· review and interpret financial statements

· perform numerical calculations

· prepare preliminary financial planning recommendations and data entry for all financial planning tools and calculator engine:

-review and edit them for organization

· run hypothetical illustrations

· prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients

· utilize and understand unique tools and processes

prepare additional materials for client meetings as assigned by Advisor


Implementation

· maintain contact during the financial planning process

· review and update client information as needed for client review meetings

· attend and participate in client meetings as necessary

NO soliciting in appointments


Client Service

· Execute trades

manage and resolve client service problems
· answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts.

· set up and maintain client management system

· write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation

· able to utilize and understand unique tools and processes

Administrative/Practice Management

· review work methods and procedures for possible quality improvements and efficiencies; implement them when appropriate

· assign and delegate work and provide feedback, when appropriate, to other planning support staff

· plan and prioritize own work schedule

· use to-do lists, calendars, computer software or other work/time management systems

· perform other allowable duties as assigned

· act as a technical resource provide training and support to other Paraplanners and planning assistants

complete miscellaneous projects in a timely manner as assigned by Advisor


Key traits/abilities/competencies of a successful Paraplanner

Direct attention to detail and organization
Effective Communication with clients and other advisors/staff
Positive attitude and professionalism at all times
Coachable and open to learning and growing
Full readiness to be an active team player
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by Advisor and FINRA
Ability to support and provide guidance for compliance within the Advisor's Practice
Positive attitude and sincere willingness to constantly learn and grow




To be a Paraplanner, you will need to already have or be willing to study for and pass exams for federal and state licenses and registrations for securities - including:
Series 7
Series 66
State life, accident and health insurance licenses

Please click here to apply.. http://app.hireology.com/s/23502

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