Financial Paraplanner Part Time 25 Hrs Week - Insurance / Securities / Planning Experience Required
Financial analysis, income planning, portfolio analysis, helping advisors prep for client meetings. Paperwork, client service, and helping to complete financial applications. Must have at least two years verifiable experience. License and/or designations are helpful but not required. We are a fun but busy wealth management and financial planning firm that is growing rapidly. Learn more at www.ProvidentWealthllc.com
Please send us your resume with a cover letter and tell us about your experience and what you are looking for. We want someone who is energetic, knows our industry and get's along with our amazing team of dedicated professionals. This position can offer some flexibility in regards to balancing work/life.
Comfortable with CRM, MS OFFICE, EMAIL and SUITE OF FINANCIAL PLANNING SOFTWARE APPLICATIONS
Name: Daniel Goodwin