Senior Financial Planning Specialist - Carmel - beBeeFinancialAdvisor

    beBeeFinancialAdvisor
    beBeeFinancialAdvisor Carmel

    2 weeks ago

    $55,000 - $90,000 (USD) per year *

    Job title: Paraplanner

    Description

    We are seeking an experienced and skilled professional to support our advisory team in the financial planning process. As a key member of our team, you will actively participate in all phases of financial planning, from data gathering and analysis to development of recommendations and implementation.

    Responsibilities:

    • Support advisory team with preparation of well-polished documentation and presentation materials for meetings
    • Attend and participate in meetings with prospects and existing clients for the purpose of notetaking
    • Record meeting notes on topics covered, changes in client's needs, and action items
    ,
    * This salary range is an estimation made by beBee
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