What are the responsibilities and job description for the Financial Paraplanner position at Hapanowicz Financial?
Job Overview
We are seeking a knowledgeable and motivated Associate Wealth Advisor to join our team. In this role, you will be responsible for providing personalized financial advice and investment strategies to clients, helping them achieve their financial goals. The ideal candidate will have a strong background in investment management and financial planning, along with exceptional customer relationship management skills.
Responsibilities
- Works closely with advisory team to provide comprehensive wealth management services, including investment management, financial planning, and estate planning.
- Is a secondary point of contact for the advisory team.
- Build out financial plans and investment proposals for the advisory team
- communicates financial plan to advisory team to identify the clients needs.
- Ensures client data is collected in the meeting to the firms CRM and planning software
- Collaborate with other financial professionals to enhance service offerings and client satisfaction.
- Supports client onboarding with recommendations and adjustments as needed.
Requirements
- Excellent Communication Skills
- Proficient Microsoft office
- knowledge of Investment Advisory regulations preferred
- Demonstrates personal integrity, honesty, and can deal with confidential information
- Ability to deal with stress in an ever changing investment market and financial services industry
Join our team as a Wealth Management Advisor where you can make a significant impact on clients' lives by helping them navigate their financial journeys effectively!
Job Type: Full-time
Pay: $60,000.00 - $88,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation Package:
- Bonus opportunities
Ability to Commute:
- Green Tree, PA 15220 (Preferred)
Ability to Relocate:
- Green Tree, PA 15220: Relocate before starting work (Required)
Work Location: In person
Salary : $60,000 - $88,000