Paraplanner - Irvine, United States - IWM Partners

IWM Partners
IWM Partners
Verified Company
Irvine, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

IWM Partners, a high level, well established financial services company seeks an experienced, energetic, organized, paraplannerto assist a senior financial advisor(s)


Job duties include:

Supporting financial advisors in serving clients by:

  • Preparing various documents and reports for meetings
  • Doing investment research and projects
  • Preparing initial financial planning recommendations for advisor review
  • Gathering client financial information
  • Reaching out to clients as needed
  • Organizing marketing and client events
  • Organizing client communications, such as newsletters and mailings
This role requires great attention to detail, proactive management, and great customer service.


Requirements include:

  • Experience working in a financial services field
  • Background in investment products (mutual funds, ETFs, etc.)
  • Ability to understand financial planning concepts
  • Excellent listening, oral, and written communication skills
  • Series 7 license is desired

Pay:
$50, $65,000.00 per year


Benefits:


  • 401(k)

Ability to Relocate:

  • Irvine, CA 92614: Relocate before starting work (required)

Work Location:
In person
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