Job Details

ID #2608466
Estado Washington
Ciudad Pullman / moscow
Full-time
Salario USD TBD TBD
Fuente Washington
Showed 2019-07-28
Fecha 2019-07-23
Fecha tope 2019-09-21
Categoría Contabilidad/finanzas
Crear un currículum vítae

Paraplanner (Pullman)

Washington, Pullman / moscow 00000 Pullman / moscow USA

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-paced”and friendly”financial 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!

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