Financial Paraplanner

If your career goal is to become a Financial Advisor, then look no further! Skiver Investment Services is an independent, privately-owned financial services company in Allen Park, MI. We are looking to add a full-time Paraplanner to our team!

Value We Deliver:

·       Access to service existing clients and prospective clients

·       Top-notch administrative support

·       Name and brand recognition of firm due to length of time & presence in the community

·       The equipment and software you need for illustrations and reports

·       Access to shadow a successful financial advisor to help mentor and train you

Our Investments In You:

·       Vacation Days

·       Paid Holidays

·       Bonus Opportunities

·       Professional Development & Career Growth Opportunities

The Expertise We’re Looking For:

·       Prior Experience Working in Financial Services Industry (Preferred)

·       Active State-Specific Life & Health Insurance License (Preferred and must be obtained within the first 3 months of start date)

·       Series 65/66 (Preferred and must be obtained within the first year of start date)

·       High School Diploma (Required)

·       Bachelor’s or associate degree in finance or similar field (Preferred)

  What You’ll Be Responsible For:  

·       Own and maintain advisor calendar appointments to make sure preparation work is complete

·       Generate and provide various reports to advisor

·       Participate in client meetings, track and complete follow up items generated in client meetings

·       Take detailed notes and enter information into database for financial plan preparation and review

·       Case design and illustrations of financial products best suited for client

·       Assist in marketing out to prospects

·       Assist in the firm’s marketing initiatives

·       Prioritize day-to-day tasks and issues

·       Assist advisor with meeting individual and team goals

·       Operate with a proactive approach to advisors and clients

·       Maintain database programs

·       Respond to client inquiries as needed

·       Complete and process servicing requests as needed

·       Resolve any issues regarding new accounts, transfers, or amendments

·       Provide market research on various investments and amendments

Key Traits of a Successful Paraplanner:

·       Highly motivated

·       Excellent client service skills

·       Initiative in business development

·       Elevated level of people skills

·       Entrepreneurial perspective and desire to grow the firm

·       Ability to adhere to rules and regulations as stated and required by the firm

·       Successful time management skills

·       Process driven

·       High level of follow-through

·       Excellent communication skills

·       Strong attention to detail

Pay: $40,000-55,000 DOE and licensure

If you feel like we would be a good fit, apply now!