Vacancy caducado!
Step into key role and work directly with a 30yr team that is one of the leading financial planning offices nationally. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Salaried and bonus position of an independent contractor office associated with Waddell and Reeds 80+ year history delivering quality financial plans.
The Paraplanner will primarily assist our team of financial advisors in the financial planning workflow, assisting with portfolio analysis and client management. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans, investment analysis and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.
Responsibilities
Desired Skills and Experience
Aptitude and experience in wide range of financial analysis pertianing to Financial Planning
Strong organizational and time management skills
Excellent verbal and written communication skills
Strong detail orientation including the ability to review forms for accuracy and completeness
Ability to organize, prioritize and handle multiple tasks
Ability to create a positive work environment and effectively function as a team player
Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner
FINRA Securities licenses and registrations: Series 7 and 66 or equivalent life and health insurance licenses are helpful but not required
Emoney, Smart Office or Redtail CRM and MS Office experience preferred
About our company
The Feuerstein Group @ Waddell and Reed is a financial planning and investment firm specializing in comprehensive financial planning to serve our clients needs. Our AWMA and AAMS professionals create and implement customized financial plans for individuals through investment management, income strategies, and tax planning. Our clients benefit from our expertise in all aspects and life stages of financial planning from young accumulators to charitable and estate planning.
What the Feuerstein Group has to offer you:
Competitive Salary
401k Plan
Paid-Time off including 7 paid holidays
Fun, casual, small-office atmosphere
Employee appreciation events and outings
Class A office in the Heart of the Palouse
EOE
Job Type: Full-time
Work Location:
One location
Schedule:
Monday to Friday
Vacancy caducado!