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Paraplanner

Company: Four Seasons Wealth Management
Location: Saint Louis
Posted on: September 16, 2020

Job Description:

Four Seasons Wealth Management is seeking a quick start, high energy individual, that excels in a team environment.--A highly skilled financial professional with quantifiable success operating on an independent platform through advisory and broker/dealer custodians.--You must complement our commitment to teamwork and a holistic approach to servicing the client.--We anticipate you will be assigned 50-100 clients to service, plan, and implement through diligent and detailed execution.--You will be instrumental in nurturing client relationships and developing relationships with prospects.--We offer a business casual environment with periodic seasons of smart casual attire and free covered parking.--During the current environment of social distancing, we are working remotely and operating virtually to service our clients.--This opportunity offers a salary with a full benefits package and bonus potential based on performance of the individual and the practice. Responsibilities include, but are not limited to:Constructing financial plansCommunicating investment advice based on recommendations of advisorTrack implementation of the planning process for clientsPerform follow up and process new business; service existing client relationshipsConducting client meetings, when necessaryWorking jointly with client service associate and operations team to ensure concierge client experienceExpectations:Ability to work with the Advisor and other support team members to accomplish a common goalConform to a changing environment and work at a quick pace to meet deadlinesThe client must be able to rely on the Planner for every financial need, whether it is finding the right answer or having it ready for themMust be a self-starter and goal orientedSkills and Experience:2-5 years experience in the Financial Planning fieldSeries 7/66 Securities Licenses, Life and Health (Required)CFP (preferred or currently pursuing)Proficiency with Microsoft Office, Outlook, CRMs, financial planning software, and e-signaturesFinTech Stack: SalesForce, Orion, Hidden Levers, DocuSign, Money Guide ProCustodians Utilized: TD Ameritrade, Schwab, Fidelity, PershingService oriented attitude andhigh attention to detailAbility to coordinate multiple tasks and priorities in a fast-paced environmentExceptional organization and problem solving

Keywords: Four Seasons Wealth Management, St. Louis , Paraplanner, Other , Saint Louis, Missouri

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