What are the responsibilities and job description for the Paraplanner position at Peak Retirement Planning, Inc.?
We are currently one of the youngest and fastest growing financial planning firms in the country. We have grown from one team member less than 3 years ago to now over 24 team members. Our home office is located in Columbus, OH.
We are looking for an “A " Player looking to take charge and join a motivated group. If you are not growth minded then this is not the job for you. We run fast, work hard, and make a big impact in our client’s lives. This role is for someone looking for a career, not only a 9-5 job.
We are seeking a paraplanner who is aspiring to become a financial planner and build relationships with our clients over time.
*No specific experience, training, or licensing needed. We will train and grow with you. We have an in-depth training program*
Main Responsibilities:
- Preparation of Financial Plans, Tax Reports, and presentations for client meetings
- Assist and attend client meetings
- Assisting advisors, as needed, on miscellaneous tasks
- Fulfill routine client service requests
- Receive training to become a financial planner
- NO prospecting, knocking on doors, or pushing family and friends to work with us. We have more people coming to us than we can help at the moment. Your main role is to provide excellent service to our clients.
Minimum Requirements:
- A Player
- Internal need to succeed
- Excited about our mission and fast-growing firm
- Strong people skills and the ability to connect with prospects/clients
- Desire to obtain long-term employment
- Reliable with exceptional work ethic
- Professional
- Attain Series 65 and Life and Health license
- Start training to become a CFP® if you do not already have it
Job Type: Full-time
Pay: From $45,000.00 per year
Work Location: In person
Salary : $45,000
