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Para Planner Registered Representative RIA firm

Brookylyn, New York
 Para-planner Registered Representative Needed ASAP!!!!!!!!
Primary job duties will include:
  • Conduct financial/portfolio  analyses (financial coaching) – identify and understand client tax returns, bank statements, trust documents and planning concepts
  • Prepare financial plans – data gathering, evaluation, organization, and input – run planning software and facilitate interaction with support groups
  • Communicate with clients regarding their financial situations and objectives
  • Process handling of individual product solutions and applications (investments, portfolio, annuity, life insurance, long-term care products and others)
  • Track cases from underwriting and preparing life insurance illustrations
  • Help prepare client appointment materials for fee-based financial planners
  • Other general administrative duties as assigned
Ideal candidate has: 
  • Ability to understand financial planning concepts, recognize/read personal and corporate financial documents, take direction, and facilitate interaction with outside resources
  • Superior technical skills, comfort level with financial planning software, especially eMoney
  • Strong analytical skills with background in finance, accounting or mathematics preferred
  • Excellent listening, oral and written communication skills (including presentation and interpersonal skills) Ability to communicate persuasively and effectively to a wide range of customers
  • Strong client focus, ability to independently and proactively analyze and resolve customer service issues in a timely manner
  • Background in the investment advisory industry
  • Ability to work under tight deadlines and be a “think ahead” type of person and work well in a team
  • Strong ethical standards in working with confidential client information
  • Put together seminars and programs for the firm
Preferred Experience:
  • 4-year college degree in Finance, Accounting.  Or without a degree, 3+ years of working on financial plans, investment background (mutual funds and annuities) and/or life insurance concepts
  • A securities license, or insurance licensing, LH, and series 6 or 7 preferred. Series 65 a plus
 Technical skills:
  • Ability to read and analyze existing financial documents and spreadsheets
  • Financial Planning Software: strong background in eMoney or others (e.g. SunGard, NaviPlan etc.)    
  • Microsoft Office suite (Excel, Word and PowerPoint)
Email recruiterchic@gmail.com
Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
(w) 513-753-4926


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