What are the responsibilities and job description for the Financial Paraplanner position at Grove Street Fiduciary, LLC?
THIS IS NOT A REMOTE WORK OPPORTUNITY
Job Description: Financial Paraplanner
Grove Street Fiduciary (www.grovestreetfiduciary.com) — a privately held fiduciary Registered Investment Advisor (RIA) — is seeking to hire or train a Financial Paraplanner for our fee-only financial planning and investment advisory firm in Peterborough, NH. We are especially interested in candidates pursuing a career in wealth management.
Exacting owners promise demanding and difficult work requiring meticulous attention to detail, long hours, and high expectations. Only candidates with exceptional manners, math skills, and grit should apply. Gratification of service and financial rewards in the event of success.
Onsite location: Peterborough, New Hampshire, United States
Time requirements: Full time
Compensation: Expected pay $70,000-90,000 per year
Required Qualifications:
Bachelor's Degree (or a bachelor’s degree candidate) from an accredited institution.
Previous experience in Financial Planning, Finance, Accounting, Taxation or Business.
Responsibilities include, but are not limited to:
Working with Senior Advisors to analyze, research, and implement financial solutions with clients.
Demonstrating excellent people skills via conference call or face-to-face meetings — excellent verbal and non-verbal communication skills are necessary.
Always maintaining high ethical standards/confidentiality.
Meticulously preparing for client meetings.
Anticipating Senior Advisor and client needs.
Researching various financial topics as it applies to client situations.
As the successful candidate grows in the role, expect to take on more responsibilities while continuing to provide support internally to deliver high-quality fiduciary service to clients.
Benefits:
Competitive salary and benefits including a 10% match on 401(k), $100,000 of term life insurance, long-term disability insurance, health insurance, generous vacation time, and holidays.
Mentorship and learning opportunities.
Great working environment with professional growth opportunity.
Salary : $70,000 - $100,000