Financial Paraplanner (REMOTE)

Financial Paraplanner (Remote) Associate Financial Planner (Remote) (Financial Services) Our client's Independent Financial Services Firm located in the Chicago, IL area is looking to add a key employee to the Team. They are seeking a professional Financial Paraplanner (REMOTE) / Associate Financial Planner (REMOTE) who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills, has a "team player" mentality, and is highly organized. If you want to join a Financial Advisory & Planning Team that has extensive experience in the industry, is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! MINIMUM QUALIFICATIONS

• 2+ years of successful Paraplanner experience or experience in a similar role
• 2+ years of Financial Services Industry experience in a fast-paced professional environment
• Financial Services Software experience (Example: TD Ameritrade, eMoney, Riskalyze Etc.)
• CRM Software experience (Example: Salesforce, Redtail, Hubly, Etc.)
• MS Office Products experience (Example: Outlook, Excel, Power Point, Word, Etc.)

PREFERRED QUALIFICATIONS

• SIE (Securities Industry Essentials) Certification is a plus
• FINRA Securities Licensing is a plus
• CFP or CFP Candidate is a plus

ROLE DESCRIPTION Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As a Financial Paraplanner / Associate Financial Planner you will:

• Conduct Tutorial of Client Portal, initial Input and Data Confirmation with the advisor and client
• Prepare Financial Plans, support Financial Advisor Team in the development, research and analysis of client Financial Plans
• Assist Financial Advisor Team with client presentations regarding financial and tax planning options and opportunities as needed
• Update Financial Planning software to reflect most current and accurate client information
• Prepare the Presentation Document for the Annual Review Meetings with the Financial Advisor Team to reflect yearly updates
• Ensure inquiries and concerns are addressed and resolved, achieving expected client service levels
• Provide thorough, high-quality research, problem solving, and issue resolution
• Seek to establish a level of trust and confidence with the client, allowing for any financial issue being discussed and solutions that are continued to be offered
• Develop effective virtual working relationships with the Financial Advisor Team, company staff and vendors, ultimately providing effective, high-quality service for clients

REQUIRED SKILLS

• Excellent interpersonal, written, and verbal communication particularly in a virtual context
• Demonstrated ability to prioritize projects and manage time
• High attention to detail and ability to closely follow office processes & policies
• Working knowledge of financial planning concepts and procedures
• Ability to adapt as situations or business demands change
• Self-directed initiative and follow through
• Excellent organization and data management skills
• Sound understanding of the financial markets system
• Excellent client-centric mindset
• Ability to thrive in a fast-paced, but fun virtual office environment
• High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
• Willingness and desire to be part of a dynamic team environment and learn through a mentoring and collaborative relationship
• Ability to adhere to complex regulatory, compliance and client privacy requirements

COMPENSATION

• $60,000 - $90,000 Annually (Base + Bonuses/Incentives)
• Based Upon Experience, Licensing and/or Certifications*

• Medical, Dental, Vision, Life & Disability Insurance + 401k + Discretionary Profit Sharing

• Laptop & Software Provided
• Flexible Work Schedule + Great Work/Life Balance
• Generous PTO Policy & Paid Holidays

Presented by Humans Being Resources, Inc. Thank you for your interest in our client's Financial Paraplanner (REMOTE) / Associate Financial Planner (REMOTE) position. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To "Opt-Out" of these communications, please reply "STOP" to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today! Apply tot his job Apply To this Job