Paraplanner / CFP
- Employer
- Charles R. Green & Associates, Inc.
- Location
- Fort Worth, Texas
- Salary
- $60,000-$75,000 + insurance, 401K match and bonus potential, dependent on experience
- Closing date
- Jun 15, 2024
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- Job Role
- Paraplanner
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Pursuing
Job Details
Opportunity:
We are looking for a motivated and detail-oriented Certified Financial Planner (or someone working towards certification) to join our tight-knit team. If you are passionate about delivering exceptional service, you'll fit right in. You will work closely with our President, receiving top-notch training and professional development opportunities from one of the best.
Key Responsibilities:
- Prepare for quarterly and annual reviews, including account research and portfolio recommendations.
- Actively participate in client meetings, demonstrating strong note-taking abilities and proactive follow-up communication.
- Assist with scheduling and communications.
- Facilitate account opening, ensuring applications and compliance requirements are fulfilled.
- Conduct annual client meetings.
- Utilize eMoney software to gather data and craft presentations for clients.
- Make prospect calls and maintain organized prospect pipelines.
- Assist with monthly dinner events.
If you are a driven individual with Series 7 and 66 licenses, and a passion for delivering top-tier financial advisory services, we invite you to apply and become an essential part of our team at Charles R. Green & Associates, Inc.
Company
Personal and Business Financial Planners
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