What are the responsibilities and job description for the Paraplanner position at Peak Retirement Planning, Inc.?
Para Planner
We are a financial planning firm located in Columbus, Ohio and are currently adding another office in Dayton, OH. We are seeking a paraplanner looking for a great opportunity to grow.
*No specific experience, training, or licensing needed. We will train and grow with you. We have an in depth training program*
Minimum Requirements:
- Serious about the career of Financial Planning
- Desire to obtain long-term employment
- Reliable with exceptional work ethic
- Strong organizational skills, detail oriented, proactive and resourceful
- Ability to prioritize projects and manage time
- Strong follow-through
- Good-natured, positive attitude, and optimistic
- Professional
Main Responsibilities:
- Preparation of Financial Plans, Tax Reports, and presentations for client meetings
- Assist and attend client meetings
- Assisting the lead advisor, as needed, on miscellaneous tasks
- Establish and maintain detailed client files
- Prepare client correspondence including letters and email correspondence
- Compare existing solutions to those currently available in the marketplace
- Fulfill routine client service requests
- Receive training to become a financial planner, if desired
Job Type: Full-time
Pay: $30,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
- Retirement plan
Compensation package:
- Bonus opportunities
Physical setting:
- Office
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No nights
- No weekends
Work Location: In person
Salary : $30,000 - $75,000
