Paraplanner

Everwell Financial is seeking an experienced Paraplanner to provide top-level assistance to the firm’s financial advisors. The ideal candidate will help create and maintain all client strategies, accounts and policies.

Responsibilities

• Help the firm’s financial advisors prepare for all client meetings
• Execute on all client activities such as account openings, account closings, trades, and policy changes
• Create and maintain all client software used in client management
• Assist executive assistant in completion of all tasks relating to asset movements
• Manage all aspects of office administration needs
• Assist with special projects as needed
• Maintain accuracy and confidentiality in all areas of the role

Qualifications

• Associate degree or above desired
• LIfe and Health Insurance licenses
• Minimum Series 6 registered; series 7 and 66 preferred
• 2- 5 years of paraplanner experience
• Excellent interpersonal skills
• Procedural-driven
• Expert multi-tasker
• Team player
• Problem solver

Skills

• Microsoft Office Suite
• Familiarity with CRM databases

Why you’ll want to work here:

Do you want to feel part of a team making an impact in others lives? Everwell Financial is a female led, growth-driven financial company. We deliver a personal touch with compassion for every client’s unique situation by creating holistic and customized financial solutions. We partner with clients in a long-term trusted relationship and strive to empower clients to achieve their financial goals and deploy their golden parachute for retirement. Our office enjoys a family-friendly environment with flexible working hours. 

Benefits

• Generous paid time off
• 401K offering
• Career advancement opportunities
• Educational reimbursements for financial licensing
• Results-driven bonuses

Background check and fingerprinting upon hiring required.