What are the responsibilities and job description for the Financial Paraplanner position at Hapanowicz Financial?
Company Description
Hapanowicz Financial is a Pittsburgh-based fiduciary financial advisor that values integrity-driven financial advice for forward thinkers. Founded on salt-of-the-earth values, the company believes in hard work, honesty, and commitment. Hapanowicz Financial aims to simplify lives and help clients pursue their passions with the money they've earned.
This is a full-time hybrid role for a Financial Paraplanner at Hapanowicz Financial located in Pittsburgh, PA. The role involves day-to-day tasks related to financial planning, analyzing data, managing investments, finance tasks, and report writing.
- Financial Planning and Finance skills
- Analytical Skills
- Investment Management Knowledge
- Report Writing Abilities
- Strong attention to detail and organizational skills
- Experience in financial services industry
- Knowledge of financial software and tools
- Bachelor's degree in Finance, Business, or related field
Salary : $60,000 - $88,000
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