Paraplanner / Financial Planner Job at HRtoGO/OmegaComp HR
Position Description:
THE OPPORTUNITY
The Paraplanner / Financial Planner career path is for individuals who are eager to learn and grow their knowledge of financial planning and portfolio management with a goal of becoming a Financial Planner. For the ideal candidate with proven skills and experience including a college degree and progress towards certification, this position can quickly lead to a Financial Planner position within our expanding firm.
Do you derive your energy by working in a collegial and professional environment? Do you enjoy engaging with teammates, asking questions, and thrive on feedback?
Do you embrace a professional mindset with critical thinking skills and a natural curiosity in all things related to personal finance? Do you hold yourself to the same high standards you expect of your colleagues?
Are you currently working in the Financial Industry and looking for a fee-only, financial planning-centric firm that is consistent with your values?
If so, we want to talk to you!
FIRM OVERVIEW
We are a successful, growing fee-only financial planning and investment management firm located in the university town of Davis, CA. We provide a unique work environment for team members who value doing the right thing for our clients while also balancing our personal needs outside of work. While our firm does require in-office work for this position, there is flexibility to work remotely on occasion. For more information about our firm, our approach, and our services, please visit our website at symphonyfp.com.
CONTRIBUTIONS YOU WILL MAKE
Embrace a Case Manager mindset. Proactively identify issues and opportunities for clients and the planner/planning team and respond to service requests.
Leverage your high attention to detail, prepare paper and e-forms to open and service investment accounts.
Maintain and analyze up to date, accurate data in our leading-edge financial planning and investment management platforms.
Create and analyze impactful financial planning and investment management reports for Planners and planning team to present to clients.
Participate in client meetings, presenting reports and documenting advice that is provided.
Bring your best ideas and experience to constantly improve our processes, enhance client experience, and make everyones job more rewarding.
The selected candidate will be required to pass a pre-employment drug test and background check.
Symphony Financial Planning is an Equal Opportunity employer.
Additional Information: Please click Apply Now and upload both your resume and cover letter.
Please Note :
caminobluff.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, caminobluff.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.
THE OPPORTUNITY
The Paraplanner / Financial Planner career path is for individuals who are eager to learn and grow their knowledge of financial planning and portfolio management with a goal of becoming a Financial Planner. For the ideal candidate with proven skills and experience including a college degree and progress towards certification, this position can quickly lead to a Financial Planner position within our expanding firm.
Do you derive your energy by working in a collegial and professional environment? Do you enjoy engaging with teammates, asking questions, and thrive on feedback?
Do you embrace a professional mindset with critical thinking skills and a natural curiosity in all things related to personal finance? Do you hold yourself to the same high standards you expect of your colleagues?
Are you currently working in the Financial Industry and looking for a fee-only, financial planning-centric firm that is consistent with your values?
If so, we want to talk to you!
FIRM OVERVIEW
We are a successful, growing fee-only financial planning and investment management firm located in the university town of Davis, CA. We provide a unique work environment for team members who value doing the right thing for our clients while also balancing our personal needs outside of work. While our firm does require in-office work for this position, there is flexibility to work remotely on occasion. For more information about our firm, our approach, and our services, please visit our website at symphonyfp.com.
CONTRIBUTIONS YOU WILL MAKE
Embrace a Case Manager mindset. Proactively identify issues and opportunities for clients and the planner/planning team and respond to service requests.
Leverage your high attention to detail, prepare paper and e-forms to open and service investment accounts.
Maintain and analyze up to date, accurate data in our leading-edge financial planning and investment management platforms.
Create and analyze impactful financial planning and investment management reports for Planners and planning team to present to clients.
Participate in client meetings, presenting reports and documenting advice that is provided.
Bring your best ideas and experience to constantly improve our processes, enhance client experience, and make everyones job more rewarding.
The selected candidate will be required to pass a pre-employment drug test and background check.
Symphony Financial Planning is an Equal Opportunity employer.
Additional Information: Please click Apply Now and upload both your resume and cover letter.
Please Note :
caminobluff.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, caminobluff.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.