Our rapidly growing financial advisory firm is seeking an individual to perform diverse planning and administrative functions. Bridgelight Financial Advisors in Shelton, CT is a leading financial advisory firm dedicated to helping retirement age individuals and families achieve their ideal retirements through a unique wealth management approach. With a focus on integrity, expertise, and client centric service we pride ourselves on delivering innovative financial strategies tailored to each client's unique needs.
The Paraplanner Role
We are seeking a motivated and detail oriented Paraplanner to join our team. The ideal candidate will be passionate about finance, possess strong analytical skills, and thrive in a collaborative environment. As a Paraplanner, you will work closely with our financial advisors to assist in the creation and implementation of customized financial plans for our clients.
Key Responsibilities:
Conduct comprehensive financial analysis to support client planning objectives which includes retirement planning, income analysis, investment analysis, fee comparison, tax reduction strategies, and risk management.
Prepare investment and performance reports.
Track and process required minimum distributions.
Execute trades, money movements, and other transactions.
Execute follow up items from advisors after meetings.
Assist in preparing for meetings, including agendas and client reviews.
Establish and maintain detailed client information in our database.
Prepare client correspondence, including letters and email correspondence.
Provide excellent client service by fulling clients' needs or directing them to the appropriate resources within the firm
Key Traits:
You can communicate effectively and clearly with an understanding of one's point of view.
You are efficient and detailed in your work with a high energy level.
Analytical and mathematical skills are your strong point.
Excellent time management and planning skills
Ability to work, support and contribute to a team.
Ethics, integrity and ability to be empathetic.
Position Requirements/Preferences:
Bachelor's degree in related discipline or combination of education and experience.
Financial Services experience
Intermediate to advanced skills with word processing, email, spreadsheets, and financial planning software
Have or obtain standard Insurance license and Securities registrations.
Be willing to advance your education.
Salary:
$85,000-100,000
Benefits:
Competitive salary based on experience.
Yearly Performance Bonus
Health Insurance
Life Insurance
Disability Insurance
Paid time off
Collaborative and inclusive work environment with opportunities for growth and advancement
Presented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!