What are the responsibilities and job description for the Paraplanner - Financial Firm - Wilmington, NC position at Advisor Employee Services?
Financial Paraplanner
At Carolina Retirement Planners, we are seeking a Financial Paraplanner who is committed to supporting our mission of delivering exceptional financial services with a strong focus on our core values: Respect the Family, Endless Evolution, Extreme Ownership, Elite Experience, and Best Interest. If you are a detail-oriented, proactive individual looking for an opportunity to contribute to a growing team, we would love to hear from you.
Key Responsibilities:
- Assist financial advisors in developing personalized financial plans that align with client’s goals and values.
- Conduct research and analysis on financial products, strategies, and market trends.
- Prepare clear and thorough reports, recommendations, and presentations for clients.
- Ensure client records are accurate, up-to-date, and managed efficiently.
- Provide administrative support for ongoing financial planning processes.
- Maintain excellent communication with clients, ensuring their needs are met promptly and respectfully.
Qualifications:
- Financial Licenses: Series 65 and Life & Health Required within 90 days.
- Degree in Finance, Accounting, Economics, or a related field preferred
- Previous experience in a paraplanner or financial services role is preferred.
- Proficiency with financial planning software (e.g., E-Money, Retirement Analyzer).
- Strong attention to detail, analytical thinking, and problem-solving skills.
- Clear and professional communication, both written and verbal.
- CFP certification or progress toward it is an advantage.
Our Values in Action:
- Respect the Family: We realize that our team and clients are only human. We strive to work together to raise up our team and support our clients with respect and empathy.
- Endless Evolution: We strive for continuous improvement, both professionally and personally, embracing change and new opportunities.
- Extreme Ownership: We take full responsibility for our work and the success of the team, always holding ourselves accountable.
- Elite Experience: We provide an exceptional experience for both clients and team members, going above and beyond expectations.
- Best Interest: We always put our client’s best interests first, ensuring their needs drive every decision we make.
Salary:
- $70,000-$80,000
Benefits:
- Competitive compensation and benefits package.
- Opportunities for career growth and professional development.
- A collaborative, supportive team environment.
Hours:
- Monday-Friday: 9:00 am – 5:00 pm
- Occasional evening hours to cover events.
If you are passionate about helping clients achieve financial security while embodying our core values, apply today by submitting your resume and cover letter to [Contact Information].
Carolina Retirement Planners is an equal-opportunity employer committed to diversity and creating an inclusive workplace. We value every team member and their contributions.
Presented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm 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 https://aesplacement.com/. We are not a staffing firm but 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!
Salary : $70,000 - $80,000
