Junior Paraplanner to develop and review client financial plans using financial planning software
- Employer
- American Investment Planners
- Location
- Jericho, New York
- Salary
- Salary $50,000 -$62,000 annually
- Closing date
- Jan 28, 2022
View more
- Job Role
- Financial Planning Support
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Not necessary
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Preparing client reports and recommendations for financial advisors. Responsible for trading in client accounts, Morningstar reports, researching products, funds, and providers, carrying out administrative tasks and follow up task and occasionally meeting with clients. Licensed applicants ,- Series 6, 7, or 65 required.
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