Financial Paraplanner with Dunleavy Wealth Management
Opportunity:
We are looking for driven professionals with a passion for finance and helping others to join our firm in Southfield, Michigan as a Financial Paraplanner.
Objective:
The Financial Paraplanner will be responsible for assisting experienced advisors at our firm as they meet with potential clients, set up their financial plan, implement proposed strategies and provide ongoing account reviews. They will work within assigned target markets to schedule initial consultations with qualified prospects.
Primary Responsibilities:
- Attend prospect and client meetings and take detailed notes
- Update Client records after meetings
- Work with Advisors to assist in creating financial plans
- Work with Advisors to gather information for required paperwork
- Assist with new account and service paperwork as needed
- Prospect within assigned target market through social media, email and phoning
Skills/Experience:
- Experience in the financial services industry preferred
- Basic understanding of financial products, including insurance and investments
- Must have excellent organizational skills, attention to detail, and the ability to prioritize
- Dedicated to customer service
- Proficiency in Microsoft Word, Excel and Outlook
- Ability to learn other software programs
- Ability to work independently and as part of a team
- Must manage multiple tasks and meet required deadlines
- Experience with Client Relationship Management software preferred
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We are an Equal opportunity employer, we prohibit discrimination against and harassment of any employee or applicant for employment because of race, color, national or ethnic origin, age, sex, religion, disability, sexual orientation, gender identity and expression, veteran status or any other characteristic protected under applicable federal or state law.