Financial Planner, Paraplanning Services

Willenborg Wealth Management

Not specified; base salary components included; di...
Hybrid
Moneyguidepro (gpm) software proficiency
Portfolio design and retirement planning
Risk management and insurance analysis
The primary responsibility is to partner with Financial Advisors to create comprehensive GPM plans for clients

Job Summary

  • The primary responsibility is to partner with Financial Advisors to create comprehensive GPM plans for clients.
  • Candidates must possess strong communication skills to present complex financial recommendations clearly to clients.
  • The position offers a benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

The primary responsibility is to partner with Financial Advisors to create comprehensive GPM plans for clients.

Salary

Not specified; Base salary components included; Discretionary bonuses or commissions possible; Benefits package eligible

Skills & Requirements

Must-have

  • MoneyGuidePro (GPM) software proficiency
  • Portfolio design and retirement planning
  • Risk management and insurance analysis
  • Client presentation and communication skills
  • Compliance with regulatory standards

Nice-to-have

  • Small business planning expertise
  • Estate planning guidance knowledge
  • Education funding strategy experience
  • Team collaboration in fast-paced environment
  • Self-directed problem solving abilities

Key Requirements

  • Bachelor's degree in Business Administration or Finance
  • Minimum 3 years of financial planning experience
  • Certified Financial Planner (CFP) designation required or in progress
  • Series 7 license required
  • Series 63, 65, or 66 license as required by state

Work Rights

Not specified

Tailored Resume

Cover Letter