Paraplanner/Financial Sales Assistant
Virtus Wealth Virtus Wealth Southlake, TX Southlake, TX Full-time Full-time $40,000 - $70,000 a year $40,000 - $70,000 a year 20 hours ago 20 hours ago 20 hours ago The role will be full time and be developing and presenting financial plans to our clients.
Providing financial planning to clients Ensuring client records are maintained and kept current Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances Identifying opportunities for the firm based on the detailed knowledge of the client Guiding clients through personal financial analysis, including goal setting Assisting clients with estate management, tax returns, budgets, or other financial tasks Prepare agendas and reports for client meetings.
Follow up to ensure we meet the deliverables discussed Qualifications and attributes important for the role:
College degree, preferably in finance, business or financial planning Detailed oriented.
This includes note taking and documentation Prefer at least 2
years' experience but willing to train the right candidate with less experience but specific financial planning degree Certified Financial Planner certificate or the desire to achieve said certificate Excellent communication skills a must.
Should not be afraid to present Empathetic and caring.
We help people with a very sensitive topic Have self-pride in providing excellent customer service.
Timely responses and updates a must.
Job Type:
Full-time Pay:
$40,000.
00 - $70,000.
00 per year
Benefits:
Health insurance Paid time off Schedule:
Monday to Friday Supplemental pay types:
Bonus pay Education:
Bachelor's (Required)
Experience:
Financial planning:
1 year (Preferred) License/Certification:
CFP (Preferred) FINRA License (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Providing financial planning to clients Ensuring client records are maintained and kept current Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances Identifying opportunities for the firm based on the detailed knowledge of the client Guiding clients through personal financial analysis, including goal setting Assisting clients with estate management, tax returns, budgets, or other financial tasks Prepare agendas and reports for client meetings.
Follow up to ensure we meet the deliverables discussed Qualifications and attributes important for the role:
College degree, preferably in finance, business or financial planning Detailed oriented.
This includes note taking and documentation Prefer at least 2
years' experience but willing to train the right candidate with less experience but specific financial planning degree Certified Financial Planner certificate or the desire to achieve said certificate Excellent communication skills a must.
Should not be afraid to present Empathetic and caring.
We help people with a very sensitive topic Have self-pride in providing excellent customer service.
Timely responses and updates a must.
Job Type:
Full-time Pay:
$40,000.
00 - $70,000.
00 per year
Benefits:
Health insurance Paid time off Schedule:
Monday to Friday Supplemental pay types:
Bonus pay Education:
Bachelor's (Required)
Experience:
Financial planning:
1 year (Preferred) License/Certification:
CFP (Preferred) FINRA License (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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