Paraplanner

Description

Competitive salary with bonus opportunities! Apply today!

Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey.

We offer our team:

• Learning Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader
• Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership 
• Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life
• Competitive Pay

• Comprehensive Benefits Package: Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat)
• Collaborative Environment and Innovative Culture
• Education Reimbursement: never quit learning and growing in your career

Summary: Financial Service firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as Paraplanner. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Paraplanner will assist Financial Advisors in managing and organizing office workflow.

Essential Duties and Responsibilities:

• Organize, coordinate, and maintain all client paperwork
• Correspond with clients to complete new accounts, asset transfers, and other forms
• Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face
• Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed
• Ensure office procedures are followed
• Record all transactions on appropriate logs
• Set up files correctly and obtain necessary information
• Additional duties may be assigned as needed

As you are considering applying with Legacy Financial Partners, we encourage you to think outside the box – because we do! You may not have 100% of the skills, but we are dedicated to hiring people who fit our culture and have exceptional talent, ability, and potential. Please apply if this a great match for your unique skillset and strengths.

Legacy Financial Partners, which has 27 locations in 6 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more. Apply today!

Qualifications

Ideal Education & Experience:

• 2 years of Financial Service Experience preferred
• Bachelors Degree or Equivalent Experience
• Licensed or capable of becoming fully licensed in 12 months (SIE, Series 7, Series 66, Insurance)

Compensation and Hours:

• Compensation: Depends on experience
  • As a full time employee you are also eligible for our benefits program, which includes medical, dental, vision, life & disability insurance, 401(k), PTO, holiday pay and other benefits
• Office hours are Monday Friday 8:00am to 5:00pm