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Paraplanner

Employer
Bestgen Wealth Managment, LLC
Location
Braintree, Massachusetts
Salary
Base pay up to 90k based on experience plus bonus. 401k and health insurance.
Closing date
Feb 21, 2022

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Job Role
Paraplanner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Not necessary
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Learn company operations, systems, and workflow procedures

Obtain CFP Certification, Series 65, and AIF Designation (timelines to be provided)

Prepare for, attend, help run and follow-up on client meetings

Run our financial planning software (E-Money) for current and new clients. Onboard clients and run plans for Senior Advisor

Assist with investment portfolio design and review

Research, read relevant publications, obtain investment and planning knowledge

Attend Society Financial Service Professional Meetings through FPA or other organizations

Aide in business development and new client introductions

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