Financial Paraplanner 58033

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Hiawatha, IA
$35,000 - $45,000
Job Type
Direct Hire
Sep 11, 2017
Job ID
Exciting new role to grow professionally and deliver a Best-In-Class client experience with this great team!
  • Build relationships with clients;
  • As primary face of the company, support the members of the client service team;
  • Prepare for appointments, gather data and other client paperwork as needed;
  • Set priorities and plan for daily, weekly, monthly, quarterly, and annual activity;
  • Facilitate client meetings and attend meetings for defined clients;
  • Assist in research when requested;
  • Document all client meetings, calls, emails, and follow-ups in Contact Manager;
  • Travel between office locations as needed;
  • Report to Operations Manager.
Education:   4-year degree required.
Required Skills:
  • 2+ years of Best-In-Class client experience preferred;
  • Exceptional customer satisfaction, relationship building, and communication skills;
  • Self-directed and self-motivated;
  • Collaborative with ability to supervise and manage others;
  • Ability to travel between multi-site offices as needed;
  • Any industry certifications are a plus: FINRA Series 7 and 66, Life/Health insurance, Disability, LTC licensing.