Boly:Welch
Job Number: 15777
Salary: $80K+
Industry: Financial Services
What Matters Most:
- Series 7 license required
- Series 66 license required
- Bachelor’s degree required
Your New Role: Join a close-knit team and utilize your extensive experience in financial services in this Paraplanner role!
As Paraplanner, you’ll be responsible for actively maintaining communication with clients, regularly reviewing and refreshing client profiles, and identifying and executing opportunities to exceed client expectations. Your ability to prioritize tasks will be crucial as you coordinate meetings and client transactions.
The team is looking for someone with a keen eye for detail, stellar communication skills, and a commitment to legal and ethical standards. Those with strong time management skills and proven experience in facilitating client interactions will be crucial assets and will stand out among other applicants.
This role is on-site with free parking!
Your New Organization: This thriving financial services firm has ample room for growth, with excellent internal development opportunities. The team also strongly values morale, so you can expect lunches and happy hours alongside your own career growth!
The benefits offered include a 401(k) with match, health insurance, PTO, and a flexible schedule.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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To apply for this job please visit apply.bolywelch.com.