Paraplanner: Insurance & Retirement Planning Pro
Secure Income Management, LLC
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Benefits offered by this job
Job summary
Affinex Capital in Tucson, AZ is seeking a Paraplanner to support our sales managers and financial advisors with case design, policy research, and financial plan construction. You will turn client data into clear retirement solutions using Retirement Analyzer and other tools, while learning essential planning concepts in a collaborative team environment.
The ideal candidate has a detail-oriented mindset, strong analytical and communication skills, and is eager to grow in a fast-paced financial
Qualifications
- Bachelor’s degree in finance, business, economics, risk management, or related field, or equivalent practical experience.
- Active state Life & Health Insurance license is a plus but not required (licensing support provided).
- Entry-level candidates and recent graduates encouraged to apply.
Responsibilities
- Design and run policy illustrations and retirement cash-flow projections with advisors.
- Build financial and retirement models using tools such as Retirement Analyzer.
- Audit client data, tax documents, and policy portfolios for gaps.
- Prepare client presentation materials and tailored recommendations.
Skills
Education
Tools
Job description
Affinex Capital in Tucson, AZ is seeking a Paraplanner to support our sales managers and financial advisors with case design, policy research, and financial plan construction. You will turn client data into clear retirement solutions using Retirement Analyzer and other tools, while learning essential planning concepts in a collaborative team environment.
The ideal candidate has a detail-oriented mindset, strong analytical and communication skills, and is eager to grow in a fast-paced financial
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