Find Great People | FGP

Associate Paraplanner

Find Great People | FGP Greenville, SC
Find Great People | FGP

Associate Paraplanner

Find Great People | FGP Greenville, SC
1 year ago
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See who Find Great People | FGP has hired for this role

  • Maintain client contact during the financial planning process
  • Answer questions and provide readily available information to clients
  • Review and update client information as needed for client review meetings
  • Manage and resolve client service problems
  • Gather, review, and summarize financial and legal documents
  • Construct foundation of initial financial plans
  • Monitor and update existing financial plans
  • Assist clients with the implementation of planning recommendations
  • Input data into Redtail and maintain up-to-date records/progress reports
  • Perform other allowable duties as assigned by the financial advisors
  • Degree in Economics, Finance, or related field
  • 5 years of experience in financial planning industry preferred
  • Professional demeanor
  • Excellent written and verbal communication skills
  • Proactive and flexible
  • Possess FINRA Series 65 and CRPC or CFP or willing to obtain
  • Proficiency with Microsoft Office and CRM systems
  • $65,000 – $80,000/yr
  • PTO
  • 401(k)

  • Seniority level

    Mid-Senior level

  • Employment type

    Full-time

  • Job function

    Finance and Sales

  • Industries

    Staffing and Recruiting

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