Financial Planning Paraplanner: Client Solutions & Analysis

CROWN FINANCIAL GROUP; Memphis (TN); On-site; USD 45,000 - 75,000; Full time

Job summary

Join a dynamic financial planning office as a Paraplanner, where you'll play a crucial role in assisting financial advisors and enhancing client relationships. This position offers a unique opportunity to engage in financial planning workflows, prepare preliminary recommendations, and support clients through various stages of their financial journey. You'll thrive in a friendly, fast-paced environment, where your attention to detail and effective communication skills will be key to success. If you're passionate about finance and eager to grow in your career, this role is perfect for you.

Qualifications

• Requires a college degree and 2+ years of relevant experience.
• Must be able to obtain necessary licenses for securities.

Responsibilities

• Assist financial advisors in preparing financial plans and client deliverables.
• Manage client relationships and resolve service issues.

Skills

Attention to detail

Effective communication

Time management

Multi-tasking

Client relationship management

Education

College degree or higher

2+ years of similar experience

Tools

Financial planning software

Job description

Join a dynamic financial planning office as a Paraplanner, where you'll play a crucial role in assisting financial advisors and enhancing client relationships. This position offers a unique opportunity to engage in financial planning workflows, prepare preliminary recommendations, and support clients through various stages of their financial journey. You'll thrive in a friendly, fast-paced environment, where your attention to detail and effective communication skills will be key to success. If you're passionate about finance and eager to grow in your career, this role is perfect for you.