Paraplanner - Alternative Employment, Inc.
Torrington, CT
About the Job
Join a client-centered financial planning firm in Torrington, CT as a Wealth Advisor Associate/Paraplanner. In this role, you'll play a vital part in supporting financial advisors while delivering exceptional service to clients. If you're detail-oriented and eager to grow in the wealth management industry, this is the perfect opportunity for you!
Key Responsibilities:
- Collaborate with financial advisors to develop comprehensive financial plans and retirement projections.
- Conduct research on financial products and investment strategies to support advisor recommendations.
- Prepare and maintain client records, financial analyses, and reports.
- Assist in preparing for client meetings and ensure follow-up on action items.
- Build strong relationships with clients and address their financial planning needs.
Why Work Here?
The financial firm fosters a collaborative environment with a strong commitment to integrity and personalized service. It supports professional growth, offer training opportunities, and provide a clear career path to becoming a Financial Advisor. You’ll be part of a firm that values your contributions and offers mentorship in a dynamic and supportive setting.
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or related field.
- SIE or FPQP required; Series 65/66 expected within two years.
- Excellent communication and interpersonal skills.
- Strong organizational skills and attention to detail.
- Previous experience in financial planning or paraplanning is preferred but not required.
What's in it for you:
- Compensation: Base salary of $45,000 per year, plus bonus opportunities.
- Benefits: Flexible health benefits, 401(k) with company match, paid time off, and reimbursement for work-related expenses.
- Professional Growth: Training support (e.g., CFP® certification) and career advancement opportunities.
- Work-Life Balance: Flexible work arrangements with potential for remote work.
If you’re looking for a rewarding role in wealth management with opportunities for growth, apply now!
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or related field.
- SIE or FPQP required; Series 65/66 expected within two years.
- Excellent communication and interpersonal skills.
- Strong organizational skills and attention to detail.
- Previous experience in financial planning or paraplanning is preferred but not required.
What's in it for you:
- Compensation: Base salary of $45,000 per year, plus bonus opportunities.
- Benefits: Flexible health benefits, 401(k) with company match, paid time off, and reimbursement for work-related expenses.
- Professional Growth: Training support (e.g., CFP® certification) and career advancement opportunities.
- Work-Life Balance: Flexible work arrangements with potential for remote work.
If you’re looking for a rewarding role in wealth management with opportunities for growth, apply now!
