Job Title: Paraplanner
Company Overview: Moldenhauer & Associates is a dynamic and growing financial services firm dedicated to providing comprehensive and personalized financial planning solutions to our clients. With a commitment to excellence and client satisfaction, we are seeking a skilled Paraplanner to join our team and contribute to the success of our advisory services.
Position Overview: As a Paraplanner at Moldenhauer & Associates, you will play a crucial role in supporting our financial planning team. You will be responsible for conducting research, analyzing financial data, and assisting in the preparation of comprehensive financial plans. This role requires a detail-oriented individual with strong analytical skills and a passion for helping clients achieve their financial goals.
Key Responsibilities:
1. Conduct research on investment options, market trends, and financial products.
2. Analyze and interpret financial data to assist in the development of client financial plans.
3. Collaborate with financial advisors to gather necessary information for client engagements.
4. Prepare reports, presentations, and documentation to support client meetings.
5. Stay informed about industry regulations and changes, ensuring compliance with financial planning standards.
6. Provide administrative support to the financial planning team as needed.
Qualifications:
1. Bachelor's degree in finance, business, or a related field.
2. FINRA Series 7 registration
3. Previous experience in a paraplanning or financial analysis role.
4. Knowledge of financial planning concepts, investment products, and industry regulations.
5. Strong analytical and problem-solving skills.
6. Excellent communication and interpersonal skills.
7. Proficient in financial planning software and Microsoft Office Suite.
Benefits:
· Salary range of $45,000-$65,000 based on experience and licensing
· Health, dental, and vision insurance
· Retirement Savings Plan
· Professional development opportunities
· Positive and collaborative work environment
How to Apply: If you are a motivated and detail-oriented individual with a passion for financial planning, we invite you to apply for the Paraplanner position at Moldenhauer & Associates. Please submit your resume and a cover letter outlining your relevant experience and why you are a great fit for this role in person at our office, 6195 West Quaker St. Orchard Park or by email to gkotecki@moldenhauerassociates.com.
Moldenhauer & Associates is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Job Type: Full-time
Pay: $45,000.00 - $65,000.00 per year
Benefits:
Compensation Package:
Schedule:
Ability to Commute:
Ability to Relocate:
Work Location: In person
Role OverviewJoin our growing team of trade professionals! Were looking for a knowledgeable and proactive Licensed U.S. Customs Broker who thrives in a fast-paced, international logistics environment. This position plays a critical role in ensuring ... Lx Pantos America
...drafting packages to relay design details to internal project teams for review/approval and to... ...for bidding and construction.Build 3D models accurate to scale that conveys an... ...weeks agoExpression of Interest - Feature Animation, Art Department Los Angeles Metropolitan...
...Introductions: Conduct live-stream sessions to showcase and introduce products to the audience on live stream platforms like Facebook, TikTok, YouTube, etc. Content Creation: Produce short videos, live stream highlights, or product demonstrations as part of the live...
...assemble, and distribute systems-generated documents and other materials within established deadlines. Sort and distribute inbound Post Office correspondence and courier packages. Manage electronic mail inboxes related to claim kit requests, print requests, special and...
...YOU BELONG HERE Position Summary: The Occupational Therapist Assistant specializing in Acute Care: Works under the direct supervision of the Team Coordinator and/or Clinical Specialist, and leadership of the Rehab Therapy Services Inpatient Manager Uses...