What are the responsibilities and job description for the Relationship Paraplanner Associate position at The Pitti Group Wealth Management?
We are seeking a relationship/paraplanner associate to join our family business, which boasts a well-established and growing client base. Our well appointed office, located in beautiful Victor, NY, offers a welcoming and professional environment.
We welcome candidates with at minimum 1 year financial services experience. Preference will be given to professionals certifications, and series 65 or 66, or those willing to pursue them.
In return, we offer a highly competitive compensation and benefits package for the right candidate in addition to the potential of becoming an equity partner in the business.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. This position also involves portfolio management using existing proprietary models in addition to working on 401k reviews and education to our current corporate retirement plan client base.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5 years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
