Elite Income Advisors
Advisor Support (King of Prussia)
Elite Income Advisors, King Of Prussia, Pennsylvania, United States, 19406
Job Title: Paraplanner / Advisor Support
Location:
King of Prussia, PA Job Type:
Full-Time, Monday - Thursday, 8:30 AM - 5:30 PM, Friday 8:30 AM - 4:00 PM
Job Summary: We are seeking a highly organized and analytical Paraplanner to support our financial planning team in delivering high-quality financial planning and insurance advice. The ideal candidate will play a vital role in developing customized financial plans, conducting detailed product research, and ensuring regulatory compliance.
This position will require you to obtain your FINRA Series 65 licensure and a Pennsylvania Life, Accident, & Health Producer License, as the role involves providing planning support that may include investment advisory and insurance product recommendations. This position will open the opportunity for you to develop into a senior advisor.
Key Responsibilities: Collaborate with financial advisors to prepare personalized financial plans for clients, including investment strategies, insurance analysis, and retirement planning Conduct research on investment products, insurance solutions, estate planning tools, and other financial strategies Create client reports and financial projections using planning software and modeling tools Prepare documentation and reports for client meetings, ensuring accuracy and clarity Maintain compliance with SEC and state insurance regulations Liaise with product providers, custodians, and insurance carriers to gather relevant data Update client information and financial records in CRM and planning systems Track follow-ups and ensure timely plan implementation and documentation
Qualifications: Bachelor's degree in finance, economics, accounting, or a related field preferred Minimum of 2 years of experience in a paraplanning or financial planning support role Strong understanding of investment and insurance products, financial planning principles, and compliance requirements Proficient in financial planning software (e.g., eMoney, Riskalayze, Morningstar, or similar) and CRM systems Exceptional attention to detail, organizational, and communication skills Ability to obtain your CFP designation within the first 3 years of your employment
Preferred Qualifications: CFP designation FINRA Series 65 license (or the ability to obtain within 4 months of hire date) Maryland Life & Health Insurance Producer License (or the ability to obtain within 4 months of hire date) Experience working in a fee-based or fiduciary financial planning environment Familiarity with Maryland-specific insurance and financial regulations
What We Offer: Competitive salary and benefits package Professional development support and continuing education opportunities Collaborative and client-focused work environment
King of Prussia, PA Job Type:
Full-Time, Monday - Thursday, 8:30 AM - 5:30 PM, Friday 8:30 AM - 4:00 PM
Job Summary: We are seeking a highly organized and analytical Paraplanner to support our financial planning team in delivering high-quality financial planning and insurance advice. The ideal candidate will play a vital role in developing customized financial plans, conducting detailed product research, and ensuring regulatory compliance.
This position will require you to obtain your FINRA Series 65 licensure and a Pennsylvania Life, Accident, & Health Producer License, as the role involves providing planning support that may include investment advisory and insurance product recommendations. This position will open the opportunity for you to develop into a senior advisor.
Key Responsibilities: Collaborate with financial advisors to prepare personalized financial plans for clients, including investment strategies, insurance analysis, and retirement planning Conduct research on investment products, insurance solutions, estate planning tools, and other financial strategies Create client reports and financial projections using planning software and modeling tools Prepare documentation and reports for client meetings, ensuring accuracy and clarity Maintain compliance with SEC and state insurance regulations Liaise with product providers, custodians, and insurance carriers to gather relevant data Update client information and financial records in CRM and planning systems Track follow-ups and ensure timely plan implementation and documentation
Qualifications: Bachelor's degree in finance, economics, accounting, or a related field preferred Minimum of 2 years of experience in a paraplanning or financial planning support role Strong understanding of investment and insurance products, financial planning principles, and compliance requirements Proficient in financial planning software (e.g., eMoney, Riskalayze, Morningstar, or similar) and CRM systems Exceptional attention to detail, organizational, and communication skills Ability to obtain your CFP designation within the first 3 years of your employment
Preferred Qualifications: CFP designation FINRA Series 65 license (or the ability to obtain within 4 months of hire date) Maryland Life & Health Insurance Producer License (or the ability to obtain within 4 months of hire date) Experience working in a fee-based or fiduciary financial planning environment Familiarity with Maryland-specific insurance and financial regulations
What We Offer: Competitive salary and benefits package Professional development support and continuing education opportunities Collaborative and client-focused work environment