Wealth Management & Financial Services ParaPlanner/Financial Planner

Employer
Compass Financial Group, Inc.
Location
Deerfield Beach, Florida
Salary
$44,000 - $65,000
Closing date
Jun 4, 2022

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
Experience Level
None
CFP® Certification
Not necessary
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Job Details

Well established (founded in 1961), successful boutique wealth management and financial planning firm located in Deerfield Beach, Florida, desires a Wealth Management & Financial Services ParaPlanner/Financial Planner to work with the principals in all aspects of their business.  As a boutique firm, we focus on working closely with high net worth clients to establish long-term relationships.  We are large enough to offer a variety of strengths and areas of expertise, yet small enough to maintain our focus on excellent client service.  We maintain a manageable client base in order to allow us to focus our resources on our client's unique needs. 

Job responsibilities include the following:

  • Perform investment research and complete portfolio maintenance and reviews.
  • Interact directly with clients, vendors and various internal administration.
  • Work with Microsoft Office (Excel, Word, PowerPoint and Outlook).  Learn and utilize various computer programs including, but not limited to: Advisor Assistant CRM, Morningstar Advisor Workstation, Captools portfolio management software.
  • Assist the principals in the preparation for client meetings, including creating account reports and required documentation.  Provide support to ensure financial materials are recorded and accurate.
  • Schedule meetings with clients and external vendors.  
  • Effectively manage communication between clients and principals.  Maintain a task log to track daily requirements, including money transfers and trade activity.
  • Work on special projects as delegated by principals.
  • Ability to adapt to a rapidly changing business and technology environment.
  • Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable federal regulations.
  • Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, and staff in a timely and professional manner.
  • General office administration.
  • Other miscellaneous tasks as assigned.
  • The ideal candidate will provide exemplary client service, help with investment research and monitoring, and assist within various other areas of the firm.

Job Requirements:

  • Bachelor's degree required
  • Florida resident
  • Long term career seeker
  • Exceptional organizational, written and verbal communication skills.  Ability to work independently and differentiate between matters that should be handled alone versus those that require advisor assistance.
  • CFP® candidate, CFP professional, or other professional designations a plus
  • Computer proficiency in Microsoft Office (Excel, Word, PowerPoint and Outlook).
  • Ability to quickly learn and utilize various computer programs including, but not limited to: Advisor Assistant CRM, Morningstar Advisor Workstation, Captools portfolio management software.
  • Strong organizational skills and ability to multitask and prioritize duties.
  • Ability to meet urgent deadlines.
  • Strong communication and interpersonal skills.
  • Detail oriented and a team player.
  • Strong client first value system with highest level of ethics and reliability.

 

 

Company

Well established, successful boutique wealth management and financial planning firm located in Deerfield Beach, Florida. As a boutique firm, we focus on working closely with high net worth clients to establish long-term relationships. We are large enough to offer a variety of strengths and areas of expertise, yet small enough to maintain our focus on excellent client service. We maintain a manageable client base in order to allow us to focus our resources on our client’s unique needs.
Find Us
Telephone
9544812607
Location
665 SE 10th Street
Suite 202
Deerfield Beach
FL
33441
US

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