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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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