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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

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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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