What are the responsibilities and job description for the Paraplanner position at Gulish & Associates, Inc.?
About Gulish & Associates, Inc.:
We are a growing financial services firm in Shelton, CT; providing wealth management services and financial planning to our clients for over 35 years. We're looking to add a paraplanner to our team to assist in a wide variety of support and research tasks. We provide a high level of personalized service to our clients. You'll play a critical role interacting directly with clients, investment companies, and the firm's financial advisors. Our team is searching for someone to take on a high level of responsibility over time and continue to grow with our firm. As our firm continues to expand, there is significant opportunity for increased specialization and personal growth.
The ideal candidate will possess:
- Excellent oral communication
- Strong organizational skills, with attention to detail
- Strong ability to multitask, and a desire to problem solve
- Ability to work independently, but also the ability to collaborate with the team
- Accuracy and superb attention to detail
- Professional interpersonal skills with clients
- Comfort working in a small office environment
- Good understanding of financial planning concepts and terminology
- Knowledge of mutual fund, stock, bond, insurance, and annuity products
- Proficiency in Microsoft Office
- Bachelor's Degree in Finance, Accounting, or Business Administration
- Minimum 2 to 3 years in a financial services role preferred, not required
Responsibilities Include:
- Help advisors prepare for client meetings
- Anticipate advisor needs and handle them proactively
- Assist advisor with marketing efforts, such as following up with referrals
- Review statements provided by clients and update advisor on findings
- Input values into appropriate planning software
- Identify problem areas and summarize for the advisor
- Conduct research
- Assist with trading and rebalancing client portfolios based on advisor’s criteria and using appropriate tools (e.g., Model Management)
- Respond to client questions and concerns
- Attend client meetings and take detailed notes. Complete any follow-up tasks after the meeting and add notes to CRM
- Work with the client service associate to ensure all transactions are completed accurately and in a timely manner
- Required to pass Series 7 and 66 (or 63 and 65)
Please include a cover letter and resume for consideration.
Job Types: Full-time, Part-time
Schedule:
- Monday to Friday
Work Location: In person
