One of our financial planning clients located in Birmingham, AL is seeking a Paraplanner for an onsite, permanent role. This individual will perform diverse planning and administrative functions while working in a client-facing manner maintaining high levels of organization and professionalism. The successful candidate will make an immediate contribution and have the opportunity to see the impact of their work day-to-day.
Essential Duties and Responsibilities:
* Solve complex retirement plans using analytical thinking and financial resources
* Create and maintain financial plans for prospective clients meetings. This will include investment planning, insurance planning, tax planning, and retirement planning
* Compile, analyze, and organize client statements and information for advisor's meetings
* Communicate with Advisor about current prospects and information vital to sales process
* Utilize websites and software to obtain client and product information
* Communicate with prospects to schedule meetings, obtain items needed, and answer questions pertaining to our process/financial strategies
* Continual research and learning on current investment/ product/ economic developments
* Develop, manage, and retain strong client relationships
* Communicate and engage with team on tasks
* Establish and maintain detailed prospect files
* Identify/qualify prospects to engage or re-engage in planning relationships as needed
* Implement/assist in implementation of key marketing activities as needed
* 2+ years of Administrative office experience in fast paced environment
* Finance Industry Experience
* Intermediate to advanced Excel Skills (formulas, v-lookups, etc.)
* Strong interpersonal skills -- will be client facing
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.