- Provides technology expertise to the advisor, assuring that the use of technology for the advisor's practice is optimized.
- Serves as the technology "go-to" person for the team.
- Performs research as needed.
- Produces investment reviews supported by the investment director.
- Leads the financial plan manufacture process between the practice and Planning Department resources.
- Analyzes data and crafts solutions, interfacing with the team and the Planning Department.
- Produces financial plan draft and final program.
- Prepares advisor(s) for meetings by having all forms, required data, presentations, plans, and programs assembled and organized.
- Participates in client meetings as appropriate.
- Processes financial planning advisory fees, insurance, and wealth management paperwork. Facilitates DocuSign collection of completed forms.
- Acts as liaison to our Third-Party Asset Managers and Investment Banking counterparties, as well as our clients' CFO's, attorneys, and CPAs.
- Must be a "self-starter" able to work remotely without direct supervision.
- Knowledge of business-related technology tools such as Morningstar, Redtail, eMoney.
- Strong PC skills (word processing, spreadsheets, database management) and advanced knowledge of Microsoft Office software.
- Exceptional interpersonal, oral, and written communication skills;
- Strong research, analytical, planning, and organizational skills.
- Excellent time management skills.
-
Financial service provider
3 days ago
Skyline Solutions Milton, KS, United States FreelanceAre you dissatisfied with your full-time job's salary or simply interested in something new that allows you insight into the world of finance? Are you communicative, reliable, and eager to help people? · Then we have just the thing for you · We are in need of a new member for the ...
-
Financial Services Professional
2 weeks ago
New York Life Kansas City, United StatesJob Description · Job Description · Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our c ...
-
Financial Services Professional
1 week ago
New York Life Kansas City, United StatesWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variet ...
-
Financial Services Professional
2 weeks ago
New York Life Kansas City, United StatesOur firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. S ...
-
Financial Services Professional
1 week ago
New York Life Kansas City, United StatesOur firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. S ...
-
Financial Services Professional
1 week ago
New York Life - Kansas City Kansas City, United StatesJob Description · Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their ...
-
Financial Services Professional
1 week ago
New York Life - Kansas City Kansas City, United StatesJob Description · Job DescriptionOur firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our client ...
-
Financial Services Producer
3 weeks ago
Hendrick Automotive Group Kansas City, United States Full timeBMW of Kansas City SouthLocation: 1200 W. 104th Street, Kansas City, Missouri 64114 Summary: Responsible for coordinating the sale of finance and insurance programs to customers. The Financial Services Producer works with lenders and financial institutions to provide financial s ...
-
Financial Services Specialist
2 weeks ago
FCS Financial West Plains, MO, United StatesAt FCS Financial, part of the nationwide Farm Credit System, we are looking for a Financial Services Specialist to join our Customer Service Team FCS Financial is a member of the largest agriculture lending cooperative in the United States today. We are looking for a friendly, co ...
-
Financial Services Operations Supervisor
3 weeks ago
SS&C Kansas City, United StatesSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
-
Financial Services Operations Supervisor
2 weeks ago
SS&C Technologies Kansas City, United StatesSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
-
Financial Services Operations Supervisor
2 weeks ago
SS&C Technologies Kansas City, United StatesSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
-
Insurance and Financial Services Position
1 week ago
Beau Crawford - State Farm Agent Kansas City, United StatesJob Description · Job DescriptionPosition OverviewDo you have aspirations to run your own business? If so, you may want to consider working in the office of Beau Crawford - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it ...
-
Insurance and Financial Services Position
1 week ago
Brady Crawford - State Farm Agent Kansas City, United StatesJob Description · Job DescriptionPosition OverviewState Farm Insurance Agent located in Kansas City, MO is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Brady Crawford - State Farm Agent, you will build and develop customer ...
-
Velocity Enterprises Park City, United StatesATTENTION Apply easily via WhatsApp: · https://ergo.pitchyou/go/3935?jkey=TRAININGDo you enjoy working with people? Are you self-motivated and driven to achieve your professional goals? Great – we're looking for you to join ERGO and lay the foundation for a promising career. · Ap ...
-
Insurance and Financial Services Position
1 week ago
Brady Crawford - State Farm Agent Kansas City, United StatesJob Description · Job DescriptionPosition OverviewDo you have aspirations to run your own business? If so, you may want to consider working in the office of Brady Crawford - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it ...
-
SS&C Technologies Kansas City, United States Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
-
Bartender
12 hours ago
PF Changs Kansas City, United StatesHiring immediately for full-time or part-time hourly restaurant dine-in food and beverage Bartenders. · Benefits We Offer: · Vacation pay* · Benefit plan options* · Competitive pay plus tips · Flexible schedule · Paid on the job training · Opportunity to work with a growing bran ...
-
Service Assistant
12 hours ago
PF Changs Kansas City, United StatesHiring immediately for full-time and part-time hourly dine-in or takeout Bussers, Runners, or Service Assistants. · Benefits We Offer: · Vacation pay* · Benefit plan options* · Competitive pay plus tips · Flexible schedule · Paid on the job training · Opportunities for advanceme ...
-
Dentist – DDS
1 week ago
Aspen Dental Kansas City, United States Full time$10000 Sign-On Bonus, $7500 Relocation Offering, High Patient Demand with Implant Training Available. · At Aspen Dental, we put You first, offering the financial security and job stability that comes with working with a world-class Dental Service Organization (DSO). Our best-in-c ...
Paraplanner - Financial Services - Kansas City, United States - SSG, LLC.
Description
Job Description
Job DescriptionA growing Kansas City Wealth Management firm is adding a para planner to their staff.
The Paraplanner role makes a significant contribution to an advisory practice by providing comprehensive technical support for the financial planning process. It leverages an advisor's time by providing research and accurate data for financial plans and reviews. Responsibilities defined below vary from individual to individual and how the advisor chooses to rely on the paraplanner.
Responsibilities
Technology Support
Financial Plan Manufacture
Client Meetings Preparation
Client Interaction
Education
· Bachelor's degree preferred. Graduate from business school preferred or equivalent work experience.
· A minimum of three years of operational experience in the Financial Services industry is required.
· Prefer Series 7 registered and insurance licensed; CFP or in progress.
Skills
· A Paraplanner must be instrumental in creating a positive work environment.
Company DescriptionSynergy Search Group and Staffing Services are committed to excellence in quality recruiting and reliable service to our candidates and the clients we serve. Our candidates enjoy the unique experience of working with seasoned professionals to assist them in determining their career direction and personal growth opportunities. We have a combined over 100 years of recruiting experience in the Kansas City marketplaceBased on your preferences, we will identify and present you with the positions that accurately reflect your chosen career path, while keeping all of your information strictly confidential. We will discuss opportunities in detail with you, respect your choices and ask your permission to proceed with a client presentation of your background and experience. We will also brief and prepare you for all client meetings. Following the interview, we will provide you with feedback in a timely manner.
Our goal is to assist you in finding that perfect fit based on your skills and experience, so we may present you with the right career opportunity.
Company Description
Synergy Search Group and Staffing Services are committed to excellence in quality recruiting and reliable service to our candidates and the clients we serve. Our candidates enjoy the unique experience of working with seasoned professionals to assist them in determining their career direction and personal growth opportunities. We have a combined over 100 years of recruiting experience in the Kansas City marketplace\r\r
Based on your preferences, we will identify and present you with the positions that accurately reflect your chosen career path, while keeping all of your information strictly confidential. We will discuss opportunities in detail with you, respect your choices and ask your permission to proceed with a client presentation of your background and experience. We will also brief and prepare you for all client meetings. Following the interview, we will provide you with feedback in a timely manner.\r
\r
Our goal is to assist you in finding that perfect fit based on your skills and experience, so we may present you with the right career opportunity.
