What are the responsibilities and job description for the Paraplanner Job Description position at Point To Point Wealth Planning?
This is a fast-growing, culture-based team rooted within our community. Join us to help conduct the smooth operation of a friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.
Responsibilities include but not limited to:
· Prepare ALL elements required for a client meeting (distributions, illustrations and opportunity manager, etc).
· Build relationships with clients through regular meetings and client contact.
· Complete post-meeting tasks from client meetings
· Implement systems to ensures an excellent client experience.
· Manage semi-annual reports (RMD, opportunity manager, other compliance and/or service reports)
· Setting up new business, managing money movements, working with clients to resolve issues and other practice management tasks as needed.
Key Traits of a Successful Paraplanner
· Attention to detail and organization
· Effective communication with clients and other advisors/staff
· Effective and efficient time management
· Ability to multi-task
· Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
· Positive attitude and sincere willingness to constantly learn and grow
Qualifications
· High school education or higher
· Financial industry knowledge and/or experience preferred
Salary Range: $50-55k
· Remote/In office- hybrid
Job Type: Full-time
Pay: $50,000.00 - $55,000.00 per year
Benefits:
- 401(k) with match
- Paid time off
- Team performance bonus
- Wellness stipend
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Wilmington, DE 19808
Job Type: Full-time
Pay: From $50,000.00 per year
Ability to Commute:
- Wilmington, DE 19808 (Preferred)
Ability to Relocate:
- Wilmington, DE 19808: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $55,000