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Para-Planner - Orlando Florida
Company: GPAC Location: Orlando, Florida
Posted On: 04/27/2024
Description: As a para-planner, you will work closely with our financial advisors to prepare financial plans, develop investment proposals, and ensure compliance with industry regulations and firm policies.Responsibilities: - Prepare financial plans, investment proposals, and asset allocation analyses to support financial advisors
- Maintain client data and update client files and account paperwork accurately
- Perform administrative tasks such as scheduling meetings, opening new accounts, and managing paperwork efficiently
- Assist in compiling profiles of prospective clients to facilitate client acquisition efforts
- Ensure all activities and recommendations comply with industry regulations and firm policiesRequirements:
- Bachelor's degree in Finance, Accounting, or a related field preferred
- 1 years of experience in financial services or wealth management preferred
- Proficiency with financial planning and CRM software
- Strong organizational, time management, and follow-up skills
- Excellent written and verbal communication abilities
- High attention to detail and accuracy
- Series 7 and 66 licenses are a plusBenefits:
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