Paraplanner

  • location: Granite Bay, CA
  • type: Permanent
  • salary: $45,000 - $65,000 per year
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job description

Paraplanner

Join a successful Private Wealth Advisory Team Practice
focused on Comprehensive Financial Planning.
We are a 30 person firm located in Granite Bay, CA

We are seeking a dynamic individual to assist in the growth of our high net-worth clientele. This position will be the "right-hand" for one of the firm's Partners'.

Responsibilities:
Client Service Responsibilities
a. Main point of contact for Advisor clients
b. Work with advisors to prepare for client meetings
c. Research client questions
d. Prepare correspondence and financial planning deliverable letters to clients
e. Process applications/new business and follow-up
f. Receive client trade instructions and work with advisors for approval
g. Process client transactions on Thompson ONE Brokerage Platform
h. Follow-up with clients re: advisor recommendations
i. Update client data base with all client communication and activities
j. Serve as back-up to administrative team as needed

Working hours: 8:00 AM - 5:00 PM

Skills:
III.- Client Meetings
a.- Participate in client meetings to complete client applications
b.- Provide advisor support to prepare necessary forms and applications

IV.- Client and New Business Development
a.- Building relationships with clients and getting to know each client situation
b.- Follow-up and scheduling for client referrals and new client opportunities
c.- Working with Partner and Business Development Manager to implement client appreciation activities with top clients and referral sources

Education:
Bachelors

Experience:
Experienced

Qualifications:
I. Job Qualifications
a. Experience directly supporting an executive, business owner, or financial advisor a plus
b. Comfortable working in a team environment to meet the needs of the firm
c. Excellent writing and communication skills
d. Series 7, Series 66, CA Life License (Preferred or obtained within 6 months of hire)


Full-Time ??? Possible 9/80 work schedule
Salary: 45-65k depending on experience
Bonus: Quarterly and Annual Bonus Plan
Benefits: Medical, Dental, Vision, Life, and Disability Insurance, 401k plus matching and profit sharing, Paid Holidays/Vacation/Sick

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law. San Francisco Fair Chance Ordinance: Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.
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