Paraplanner

ParaplannerDo you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm, Networth Advisors located in (Canonsburg, PA) is seeking an individual to perform diverse planning and administrative functions.The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!The job description below outlines the responsibilities of the ParaplannerMinimum Requirements: 2+ years of administrative office experience in a fast-paced environmentFinancial Industry experience preferredMust be willing to obtain security license ; Series 65, Life and HealthIntermediate to advanced skills with MS Office Suite, specifically ExcelDesire to obtain long-term employmentWilling to travel to our satellite offices (Canonsburg(main), Monroeville & Wexford)This position also requires that you possess the following skills:Ability to prioritize projects and manage timeSavvy customer service to include excellent communication; both verbal and writtenStrong follow-throughGood-natured, positive attitudeAbility to demonstrate persistence to achieve qualityStrong organizational skills, detail-oriented, proactive, and resourcefulFriendly, professional phone manner and enjoys working with a variety of clientsReliable with exceptional work ethicDemonstrate maturity and poise under pressureFlexibility to contribute as part of a team as well as independentlyResponsibilities:Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetingsUtilize websites and software to obtain client and product informationCompare existing solutions to those currently available in the marketplaceEstablish and maintain detailed client filesPrepare client correspondence, including letters and email correspondenceFulfill routine client service requests, resolve inquiries, and escalate cases when appropriateAssist in client meetingsSalary:$60,000-$85,000Benefits:Health Insurance401k after 90 daysPTOTrip IncentivesHours: Monday-Thursday: 8:00 am -5:00 pmFriday: 8:00 am - 2:00 pmPresented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Created: 2025-03-03