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Financial Planner

Employer
Anderson Wealth Management
Location
Downtown Ft. Lauderdale
Salary
22.00 Hr.
Closing date
Oct 23, 2022

View more

Job Role
Financial Advisor
Employment Type
Part Time
Level
Internship
Experience Level
1-4 years
CFP® Certification
Pursuing

JOB DESCRIPTION - PARAPLANNER/ Advisor 
Job Title: Part Time Para planner Reports To: Senior Investment Advisor / Financial
Planner.
POSITION SUMMARY: Seeking a candidate who is passionate about personal finance
and helping clients achieve financial wellness. Preferred candidate is either enrolled in
or is prepared to promptly enroll in a financial planning certification program and who
needs professional experience in a financial services firm. Must be detail-oriented. This
role provides the opportunity to learn from a cohesive team of licensed professionals in
a well-established, highly respected wealth management firm in a convenient Ft.
Lauderdale location or can be done remotely. Meet with and present to clients
alongside advisors. Interact with Sr. Investment advisors/financial planner and learn
the business.
DUTIES AND RESPONSIBILITIES INCLUDE:
● Entering client data into financial planning software program E-Money.
● Managing client information to ensure that electronic and paper files are
complete, organized, and secure
● Documenting progress and completed tasks in our CRM (Customer Relationship
Management) software with satisfactory detail so that the current status can be
easily understood by other members in the firm
● Researching client-specific issues and communicating conclusions verbally and
in writing to the team
● Helping to develop, document and maintain financial planning processes and
procedures
● Providing a variety of support to Investment Advisors and Financial Planners
● Scanning documents into database according to specific criteria of the firm
● Aiding in review of financial strategies designed to help clients pursue their longterm
goals.

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