Paraplanner at Confidential in Greenville, South Carolina

Posted in Other 3 days ago.

Type: full-time





Job Description:

We're looking to expand our team with talented and dedicated individuals who are passionate about financial planning. As a growing financial company, we are seeking a driven paraplanner to join us on our journey to success.Key Responsibilities:- Assist in processing financial transactions- Monitor and analyze practice flows dashboard- Prepare insurance proposals and financial projections- Aid in implementing investment strategies- Support the overall financial planning processQualifications:- Bachelor's degree in business or related field- Required licenses (series 7, 66, Life and Health) or willingness to obtain them (licenses are required for remote/hybrid opportunities)- CFP certification preferredJob Type: Full-timePlease note that this is not an immediate hire. We are looking to build a strong core team within the next 3 to 6 months. If you are interested in this opportunity, please submit your resume for consideration.
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