Paraplanner/Advisor Analyst
Job Description Successful Financial Planning firm is looking for a career driven individual to join our team in our Austin officelocation.
Qualified Candidates need to be able to multi-task in a fast paced working environment. Requires strong attention to detail, excellent communication, typing and computer skills. Business Office experience and Microsoft Office knowledge is helpful.
Responsibilities - The ideal candidate would have motivation to learn internal systems and brokerage platforms and work well both independently and in a team setting.
- Job duties include document preparation, case preparation and consulting, trades, investment screening and analysis, portfolio design and development.
Required Qualifications - Position does require Series 7, Series 66 and State of MN Insurance license either at the time of hire or within 12 months of hire date.
- Compensation package includes salary, bonus potential, retirement plan benefits.
