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.

Apply Now

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Danielle Lucht, RICP®
Financial Advisor

Call: (239) 288-7054
danielle@everwellfinancial.com

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