Paraplanner

GPAC

  • Pittsburgh, PA
  • $50,000-80,000 per year
  • Permanent
  • Full-time
  • 19 days ago
  • Apply easily
Private Wealth Management Para-plannerWe are seeking an organized and detail-oriented para-planner to join a growing private wealth management team. The para-planner will work closely with financial advisors to prepare financial plans, develop investment proposals, and ensure adherence to compliance procedures.Responsibilities:
  • Prepare financial plans, investment proposals, asset allocation analyses, and other documents to support financial advisors
  • Maintain client data and update client files and account paperwork
  • Perform administrative tasks such as scheduling meetings, opening new accounts, and managing paperwork
  • Assist with compiling profiles of prospective clients
  • Ensure all activities and recommendations comply with industry regulations and firm policies
Requirements:
  • Bachelor's degree in Finance, Accounting or related field preferred
  • 1+ years experience in financial services or wealth management preferred
  • Proficiency with financial planning and CRM software
  • Strong organizational, time management and follow up skills
  • Excellent written and verbal communication abilities
  • High attention to detail and accuracy
  • Series 7 and 66 licenses a plus
We offer a competitive salary and benefits package along with opportunities for career advancement. Our team prides itself on having a collaborative, high-integrity work environment focused on building long-term client relationships.If you meet the qualifications, please submit a resume by simply applying.

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