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Idaho Licensed ParaplannerVirtualVocations • Seattle, Washington, United States
Idaho Licensed Paraplanner

Idaho Licensed Paraplanner

VirtualVocations • Seattle, Washington, United States
Hace 2 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo
Supporting a financial advisory practice, the full-time Idaho Licensed Paraplanner will assist financial advisors with client service, maintain client management systems, and prepare financial planning recommendations while adhering to legal and regulatory requirements. Key responsibilities: Maintain client management system and coordinate client appointments Prepare preliminary financial planning recommendations for advisor review and manage business-as-usual projects Conduct client meetings and coordinate client appreciation events and seminars Required qualifications: College degree or higher 2+ years of relevant experience in a financial planning environment Ability to obtain federal and state licenses for securities, including Series 7 and Series 66 Strong organizational and computer skills Effective communication skills with clients and team members
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Idaho Licensed Paraplanner • Seattle, Washington, United States

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