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
View more
- 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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