Paraplanner

Day to Day:

An employer in Huntsville, AL is looking for a Paraplanner to provided quality and compliant financial plans for members at the request of financial advisors; gathers and analyzes data to ensure the content of the plan is relevant, valuable and appropriate for the member; performs investment research and analysis and coordinates member service needs with team members. Other responsibilities include:

* Gathering member data, financial reports, documents and records, including risk tolerance and financial goals, necessary to prepare investment proposals and portfolio reviews; inputs client data into financial planning software and maintains records to ensure compliance

* Analyzing member financial records and statements and conducts research to assist financial advisors in selecting appropriate investments, creating financial plans and providing analysis and recommendations to present to members.

Skills Needed:

- FINRA Series 7 license, Series 63 and 65 OR Series 66 and Life and Health Insurance License.

- Bachelor's Degree

- 2 Years Experience in the financial industry.

- 2 Years Experience in financial planning / analysis and utilizing financial planning software

- Excellent communication skills

- Local candidate who knows the Huntsville market

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.