What are the responsibilities and job description for the Financial Planner position at Vantage Point Financial?
Job Description
Job Description
Vantage Point Financial is looking to add a key team member to our organization. We are seeking a Financial Planner or Paraplanner who is ready to help an already thriving company continue to grow. The ideal candidate is hard-working, success-oriented, and detail-focused. We’re looking for someone with a “team player” mentality who values collaboration and wants to contribute to a firm that empowers its clients, employees, and community to achieve beyond what they thought possible.
Compensation :
65,000 - $90,000 yearly
Responsibilities :
As a Paraplanner, you will play an important role in supporting our advisors and delivering an exceptional client experience. Your responsibilities will include :
Responsibilities
- Prepare financial analyses and financial plans for clients
- Assist with the analysis, rebalancing, and administration of client investment portfolios
- Conduct investment research, reporting, and analysis
- Provide support for processing client service needs
- Assist with the creation and implementation of workflows and procedures to improve efficiency and enhance the client experience
- Manage RMDs for qualified client accounts
- Support tax-planning initiatives for a wide variety of clients
- Develop effective working relationships with team members and internal departments to provide best-in-class service for clients
- Participate in client sales and informational events / venues as needed
- Actively participate in pre and post-client meeting support for the advisor team
- Provide thorough, high-quality research, problem-solving, and issue resolution
- Generate various daily, weekly, monthly, and annual reports for financial advisors / office
Knowledge, Skills, & Abilities
Qualifications :
About Company
About Vantage Point Financial
Vantage Point Financial, LLC is a fast-growing holistic financial planning firm. We provide comprehensive financial planning services to create individualized plans that work for clients at every stage of life. We also want to help you reach your full potential! We are looking for hard-working candidates with a passion for financial planning and who genuinely enjoy making a difference in people’s lives.
Benefits :
Salary : $65,000 - $90,000
