Financial Planning Assistant/Paraplanner (Stamford)

  • Address:Stamford, CT 06901 (map)
  • Date Posted:08/26/16
  • Job Type:Full-time
  • Description:
  • Step into an instrumental role to provide client support to a fast paced financial planning office focused on the financial needs of Senior Marketing/Promotion Executives, physicians and their families. We are looking for a strong team player to manage the day-to-day activities of the senior advisor, such as preparing for client meetings, helping to create financial plans, completing applications, and working with clients to resolve issues and other practice management tasks as needed. 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.Position Functions: Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Core duties include:Financial Planning & Advice and SolutionsPrepare advisor meeting notes/agenda, charts, graphs, tables and other visual aids to be used in implementation meetings with clients.Assist in developing solutions and recommendations that will fit the client's risk tolerance, time frame and objectives.Client Care / Business ManagementMaintain client contact during the financial planning process.Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts.Review and update client information as needed for client review meetings.Follow-through on post-meeting recommendations such as completing actions, researching, and applications. Key Traits of a Successful Financial Planning Assistant/ParaplannerAttention to detail and organization.Prefers a fast paced, high growth environment and is adaptable to change.Effective communication with clients and advisors/staff.Effective time management skills and ability to multi-task.Results-driven and creative problem solver.Positive attitude and sincere willingness to constantly learn and grow.Polite and clear phone manner.Ability to adhere to rules and regulations as stated and required by advisor.Ability to support and provide guidance for compliance within the advisor'spractice.Education and Other Designations:College degree or higher.Registered Paraplanner Certificate, Series 66, ChFC designation, or CFP candidate, preferred.Asset Management Group, Inc.Asset Management Group, Inc. was founded in 1983. The financial planning practice is a dynamic, privately held company with a well-established customer base. The firm builds long-term relationships with clients and provides them with financial planning advice and counseling. The company is proactive in bringing information and advice to its clients and strives to provide services that exceed their client's expectations. Hours: 9 am -- 6:00 pm.  We offer a comprehensive benefit package including; medical, dental, vision, 401(k), Profit sharing, paid time off and career advancement. Compensation is based on experience. Please see our website Asset Management Group, Inc.  for more details on our company.Please provide resume and cover letter indicating why you would be a great hire.
Ad ID: 45761917
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 08/2016
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