What are the responsibilities and job description for the Paraplanner and Financial Advisor position at Vantage Point Financial LLC?
Job Overview
Vantage Point Financial LLC is a dynamic financial services firm that empowers its clients, employees, and community to achieve beyond their goals. We are seeking a highly skilled and motivated Paraplanner / Financial Planner to join our team.
Duties and Responsibilities
- Developing and implementing financial plans that meet client needs and goals.
- Providing exceptional customer service and support to clients and internal departments.
- Collaborating with the advisor team to provide best-in-class service and solutions.
- Participating in sales and informational events to promote our services.
Requirements
- Energetic, positive, and motivated individual with a passion for financial planning.
- Ability to prioritize projects and manage time effectively.
- Excellent interpersonal, written, and verbal communication skills.
Benefits
- A competitive salary range of $55,000 - $100,000 (based on experience, certifications, and qualifications).
- Ongoing training and development opportunities.
- A comprehensive benefits package, including medical coverage and 401(k) plan with match.
- A generous PTO policy and paid holidays.
- A Monday-Friday schedule and excellent work-life balance.
Salary : $55,000 - $100,000
