Paraplanner

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Qualifications

• Bachelor's degree in finance or a related field
• 3+ years of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills