Paraplanner / Client Services Associate

Albuquerque, New Mexico
30,000 to start
Mar 30, 2021
Apr 28, 2021
Job Role
Employment Type
Full Time
Entry Level
Experience Level
CFP® Certification
Not necessary

Candidate may be interested in financial planning.  Position is 35-40 hours. Monday – Friday.  8 am – 4:30 pm.  Recent College Grads considered with business, financial or tax study undergraduate. Duties will include account openings, software and data entry, financial analysis, input and develop financial plan scenarios, help keep service team working efficiently, and client interaction.  Candidate must be proficient with Microsoft Excel, Word & Outlook.  Strong organizational skills, ability to multi-task, professionalism, and positive attitude a must. Must be comfortable working in a small, relationship-oriented practice.  Salary with bonus (no commissions).  Position is entry level and can transition into either a client facing advisor or insurance-licensed role career path.  Paid vacation, retirement plan with employer match, and health insurance benefits.

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