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Paraplanner

Company: Polaris Wealth Advisory Group, LLC
Location: Chicago
Posted on: November 22, 2021

Job Description:

ParaplannerPolaris Wealth Advisory Group, LLC is a federally registered investment advisor. We help high net worth individuals and small businesses build and maintain their wealth by creating realistic financial plans and managing portfolio growth responsibly. We are committed to understanding our clients' goals and putting their interests first.We are expanding! We are currently seeking a Paraplanner to assist our sales and services teams prepare financial plans for prospects and clients.Responsibilities include:

  • Input securities data into financial planning software.
  • Make recommendations to the advisors about financial planning solutions that will fit the client's risk tolerance and time frame.
  • Under the direction of the advisors, prepare alternative proposals (what if options) for the client.
  • Accurately update prospect information in CRM software.
  • Input cost basis information on portfolio accounting software.
  • Identify investments in clients' 401(k), 403(b), 457 plans that align with the clients' asset allocation at Polaris.
  • Update spreadsheets with current securities ratings data from research providers.
  • Provide support for sales seminars and client appreciation events including proposing potential sites, event logistics, and the preparation of presentations and marketing collateral.
  • Perform other related duties as assigned.Required Education, Experience & Skills
    • Minimum of 1 year in financial planning.
    • Experience with financial planning software and CRM software.
    • Competent computing skills that include working with the Microsoft Office suite.
    • Bachelor's Degree.
    • Series 65 preferred.
    • CFP-- preferred.We offer a comprehensive benefits package that includes medical insurance, paid time off, and a generous 401(k) plan. We offer you a dynamic working environment, a culture of mutual respect, commitment to maintaining the highest ethical standards, and the opportunity to play a vital role in the growth of our firm.Interested candidates should complete an application and email a cover letter and resume. The application can be found at Job Type: Full-timePay: $55,000.00 - $65,000.00 per yearBenefits:
      • 401(k)
      • 401(k) matching
      • Dental insurance
      • Disability insurance
      • Flexible spending account
      • Health insurance
      • Paid time off
      • Vision insuranceSchedule:
        • 8 hour shiftSupplemental Pay:
          • Bonus payEducation:
            • Bachelor's (Preferred)Experience:
              • Financial Concepts: 1 year (Preferred)License/Certification:
                • CFP (Preferred)
                • FINRA License (Preferred)Work Location:
                  • One locationWork Remotely:
                    • No

Keywords: Polaris Wealth Advisory Group, LLC, Chicago , Paraplanner, Other , Chicago, Illinois

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