Investment Planning Specialist Paraplanner (Client-Focused)

Simplicity Group; Summit (NJ); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Other benefits

Job summary

Simplicity Group in Summit, NJ is seeking an Investments Financial Planner, Portfolio Planning Specialist, or Paraplanner for a full-time, on-site role. This position focuses on creating Investment Proposals and portfolio analysis for affiliated Financial Advisors using our proprietary platform.

You will build client relationships, collect information, input data into the Wealth Platform, and support Advisors with planning best practices.

Qualifications

• 2 years of consecutive work experience.
• Proficiency in Google Office Suite (Excel, Word, Drive, Email).
• Uphold the firm’s purpose, vision, and values and maintain high ethical standards.

Responsibilities

• Meets with affiliated Advisors to collect client information and build strong relationships.
• Works with Advisors to ensure proper forms are collected pre/post client meeting.
• Primary interface between Advisors and inputting data into the Simplicity Wealth Platform.

Skills

2 years experience

Google Office Suite

Strong communication

Ethics and integrity

Job description

Simplicity Group in Summit, NJ is seeking an Investments Financial Planner, Portfolio Planning Specialist, or Paraplanner for a full-time, on-site role. This position focuses on creating Investment Proposals and portfolio analysis for affiliated Financial Advisors using our proprietary platform.

You will build client relationships, collect information, input data into the Wealth Platform, and support Advisors with planning best practices.