What are the responsibilities and job description for the Analyst / Paraplanner position at H Cap Connect, LLC?
Paraplanner
This is an entry-level position. The analyst will support the firm's financial advisors by assisting with analysis and building financial plans. This is not a client-facing role.
About our Client
Located in the Bridgeville, Pennsylvania area, this firm is a client-centered financial services firm dedicated to providing personalized strategies for individuals navigating the complexities of personal finance. Emphasizing a team approach, they offer tailored solutions in investments, retirement planning, and insurance, ensuring each client receives undivided attention from planning through execution. Committed to proactive practice guidance, our client strives to anticipate and address financial challenges, helping clients stay on track toward a meaningful, purpose-driven financial future.
What You'll Do Here
- Learn the fundamentals of financial planning.
- Support client portfolio investment research, development, and analysis.
- Complete client financial planning analysis, including creating and updating plans using Emoney and RightCapital.
- Obtain Series 7 and 66 (will be required).
- Conduct trades at the direction of the financial planners for transactions on client accounts, including equities, mutual funds, ETFs, variable annuities, management accounts, and stocks.
- Provide required compliance documentation and monitor accounts for violations, updates, and changes.
- Utilize industry standards like Morningstar, Captive, web-based research tools and applications, and other proprietary tools.
- Other duties as assigned.
The Requirements of the Job
Compensation
