Financial Paraplanner

Expiring today

Location
Minneapolis, Minnesota
Salary
FFP Wealth Management is looking for an ambitious individual to join team as Paraplanner.
Posted
Apr 25, 2017
Closes
May 27, 2017
Job Type
Employee
Employment Status
Full Time

Financial Paraplanner

FFP Wealth Management is looking for an outgoing and ambitious individual to fill the role as a Paraplanner with the potential to advance to a Wealth Advisor in the future.

Job Duties:

  • Assist Wealth Advisors to deliver exceptional advice and service to individual clients.
  • Draft client financial plan information and data for potential new and existing clients
  • Help prepare appropriate documents (agendas, performance reports, etc.) for client review meetings.
  • Manage and/or assist with projects related to client service, financial planning and investment management as needed.
  • Assist Compliance Officer with reporting requirements as needed
  • Update dividend and index information within performance software.
  • Assist Investment Committee with screening and monitoring of investments.
  • Serve as secondary investment trader and perform trades, as needed.
  • Support advisor with tax planning strategies using our proprietary software.
  • Lead effort to maintain accuracy of CRM content for existing and new clients.
  • Prep client-related documents for imaging, and assist with imaging these documents, as needed.

Requirements:

  • 4 year Bachelor’s degree required (emphasis in Finance, Economics, or Accounting preferred)
  • Customer service or administrative/office experience in professional office environment
  • Previous experience in the financial services industry (preferred)
  • Familiar with software, including Microsoft Office, Outlook, Portfolio Center, Junxure or another CRM
  • Excellent communication and listening skills
  • Client first attitude and a team player, coachable with strong leadership skills
  • Desire and ability to work successfully in a small company environment
  • Commitment to company vision

Salary and Benefits

  • Base pay competitive with industry standards. Bonus incentives based on individual and company performance.
  • Personal Time Off (PTO): 2 weeks
  • Benefits include: Potential Profit Sharing, 401(k) plan with Guaranteed Employer contribution, Paid Continuing Education, Employer HSA Contributions, Health and Dental Insurance

Send resumes to:

Tiffany Brynteson
Email: tiffany.brynteson@ffpwealth.com

Fax: 763-231-2770

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