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
Qualifications
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
