Para Planner

Kestra Financial Independent Advisor Elmsford , NY 10523

Posted 3 weeks ago

J Matrik Wealth Management, a wealth management firm located in Elmsford, NY is looking for a qualified Para Planner to join their team. This individual will report directly to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include data gathering, modeling, case design, scenario building, and plan and presentation development.

Essential Duties and Responsibilities:

  • Support the Lead Advisor with analysis, client service, and technical assistance
  • Learn the technical aspects of the advisor position and prepare to service clients independently
  • Manage data and plans in financial planning software
  • Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
  • Analyze asset allocation and generate rebalancing trades
  • Research investment managers, services, products, and pricing
  • Understand and leverage the resources available at the Broker Dealer to the fullest extent
  • Committment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
  • Other duties as assigned

Requirements

Knowledge, Skills, and/or Abilities

  • Expert computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to quickly master tools of the industry - financial planning software, analytical tools and broker/dealer or custodian system

Education and/or Experience

  • Bachelor's degree
  • The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registrations

  • Series 7 and 63 required (or ability to obtain)
  • CFP designation (or ability to obtain)

Benefits

Salary based on experience with bonus potential

401k with employee match

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Para Planner

Kestra Financial Independent Advisor