What are the responsibilities and job description for the Client Service Associate / Paraplanner position at Leading Financial Advisory Firm?

Client Service Associate / Paraplanner

Personal Wealth Strategies, a well-established wealth management firm in the Hamilton, NJ area, seeks a talented and professional Client Service Associate / Paraplanner to join a fast-paced team. We are energetic, collaborative and client service focused. Our clients come first. We are seeking a candidate who possesses excellent interpersonal skills, is accurate, and has a professional presence.

If you are a Client Service Associate or Paraplanner with experience in financial planning, who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribution, then do not miss this great opportunity! Find out more about the firm at personalwealthstrategies.com

Salary & Benefits

Salary range of $65,000-75,000
Group Medical Insurance
Dental Insurance
Vision Insurance
Long Term Disability Insurance
Traditional or Roth IRA
Paid Time Off
Professional Development Assistance
Tuition Reimbursement for industry / job related education
Work remotely every Friday

Duties & Responsibilities

Prepare client meeting agendas, gather client data, and prepare reports

Attend and take notes during client meetings

Document, track, and execute client meeting tasks, including follow-up with client

Maintain records in our CRM (Redtail) and portfolio management software

Enter client data into MoneyGuide platform and build preliminary plans under the guidance of the advisors

Provide support to the advisors and clients as needed

Assist where needed - we are a small team, we cross-train, and we all wear multiple hats

Qualifications

3 years of experience in financial planning / investment management

Experience using Money Guide Pro / eMoney and / or Redtail CRM are a plus, but not required

Licenses - Not required at hire but must be willing to obtain Series 7 and Life & Health

Client Service Plus" work style

Detail oriented and able to manage your own time and tasks

Problem solving and resourcefulness

The Process

Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.

We are an equal opportunity employer.

Salary : $65,000 - $75,000

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