Censia - Wealth Advisors
Job Description
We are seeking a detail-oriented and motivated Paraplanner to join our financial services team. The ideal candidate will support financial advisors in delivering exceptional wealth management services to clients. This role involves conducting research, preparing financial plans, and assisting in portfolio management to ensure that clients receive tailored investment strategies that align with their financial goals.
Duties
Collaborate with financial advisors to gather and analyze client data for comprehensive financial planning.
Conduct research on various financial concepts, including investment management and asset management strategies.
Prepare detailed reports and presentations that outline recommendations for clients based on their individual circumstances.
Assist in the development and monitoring of client portfolios, ensuring alignment with investment objectives.
Maintain up-to-date knowledge of financial services regulations and industry trends to provide informed advice.
Support the team in administrative tasks related to client accounts and documentation.
Engage with clients as needed to clarify information or gather additional details for their financial plans.
Qualifications
Strong understanding of financial concepts, including wealth management, portfolio management, and investment management.
Proficiency in research methodologies related to financial planning and technical accounting principles.
Excellent analytical skills with a keen attention to detail.
Ability to communicate complex information clearly and effectively, both verbally and in writing.
Experience or coursework in finance, accounting, or a related field is preferred.
Familiarity with asset management tools and software is a plus.
A proactive approach to problem-solving and a strong desire for continuous learning within the financial services industry.
Join our team as a Paraplanner and contribute to helping clients achieve their financial aspirations while developing your career in the dynamic field of finance.
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Duties
Collaborate with financial advisors to gather and analyze client data for comprehensive financial planning.
Conduct research on various financial concepts, including investment management and asset management strategies.
Prepare detailed reports and presentations that outline recommendations for clients based on their individual circumstances.
Assist in the development and monitoring of client portfolios, ensuring alignment with investment objectives.
Maintain up-to-date knowledge of financial services regulations and industry trends to provide informed advice.
Support the team in administrative tasks related to client accounts and documentation.
Engage with clients as needed to clarify information or gather additional details for their financial plans.
Qualifications
Strong understanding of financial concepts, including wealth management, portfolio management, and investment management.
Proficiency in research methodologies related to financial planning and technical accounting principles.
Excellent analytical skills with a keen attention to detail.
Ability to communicate complex information clearly and effectively, both verbally and in writing.
Experience or coursework in finance, accounting, or a related field is preferred.
Familiarity with asset management tools and software is a plus.
A proactive approach to problem-solving and a strong desire for continuous learning within the financial services industry.
Join our team as a Paraplanner and contribute to helping clients achieve their financial aspirations while developing your career in the dynamic field of finance.
#J-18808-Ljbffr