Junior Financial Planner/Paraplanner

Recruiter
Symmetry Partners
Location
Glastonbury
Salary
Competitive
Posted
Oct 18, 2016
Closes
Oct 19, 2016
Industry
Accounting
Employer Type
Direct Employer
Employment Type
Permanent
Hours
Full Time
Job Description:

Junior Financial Advisor/Paraplanner Job summary This is a professional position that supports financial advisers and wealth managers directly in serving existing and potential clients. You are expected to perform various tasks, including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to use critical-thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates are detail-oriented, structured and have a high degree of follow-through. Duties and responsibilities ?? Assisting the advisor with data collection using our software and other office tools ?? Communicating with clients and prospects in order to gather and input data as well as seeking out additional information needed to complete plans ?? Preparing financial analyses for clients, including retirement analysis, estate-planning analysis, education-funding analysis, stock options analysis and risk management needs analysis. ?? All aspects of pre-client-meeting activities, such as preparation of meeting agendas, client paperwork, investment policy statements and asset allocations, as well as post-client-meeting tasks such as developing meeting notes, performing financial situation analyses and coordinating planning implementation with outside professionals if necessary. ?? Assist clients in maintaining their online client portals. ?? Continuously monitoring clients' financial situations with detail and accuracy. ?? Being able to keep up and learn things quickly in a fast-paced environment, and effectively managing regular changing of priorities. Requirements: ?? Bachelor's Degree required (Finance, Economics, Business or related financial related discipline). ?? Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook). ?? Excellent written and oral communication skills; strong listening and presentation skills; professional demeanor. ?? Knowledge of financial planning, client relationship management (CRM) and portfolio management (PM) software preferred. ?? Ability to multi-task and manage time effectively in a fast paced environment without sacrificing quality of work. ?? Ability to work independently and as part of a team. ?? Currently enrolled or plans to enroll in CFP certification program preferred ?? Must obtain Series 65 License within 6 months of hire. Symmetry Partners offers competitive salaries and benefits that include Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance and the opportunity to work in an exciting, fast paced environment. To apply, send resume, cover letter and salary requirements.

Company Description:

About Symmetry Partners, LLC:

Founded in 1994, Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Based in Glastonbury, CT, Symmetry offers portfolio management services to individuals, retirement plans, and institutions.

Symmetry supports a community of successful, independent, entrepreneurial fee-based advisors driven to grow their business by combining their own unique talents with the following critical components:
A Unique Investment Philosophy
Sales and Marketing Support
Technology and Operations

Through the use of academically based investment philosophies, robust technology solutions, and industry leading sales and marketing support, Symmetry can help increase the productivity and efficiency of financial advisory practices.

Symmetry Partners, LLC fosters a fast-paced, vibrant culture of a growing company. Employees are passionate toward helping our community of advisors deliver an exceptional experience to their clients.

Symmetry Partners offers competitive salaries and benefits that include Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance and the opportunity to work in an exciting, fast paced environment.