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|Job Category :||Business|
|Company Name:||Berger Financial Group|
|Position Name:||Financial Services Paraplanner|
|Location :||Berger Financial Group in Sun City West, AZ 85375|
|Job Description :||Financial Services Paraplanner Job Summary Berger Financial Group is seeking a Financial Services Paraplanner in our Sun City West, AZ location. As a Paraplanner, you are responsible for maintaining ongoing communications with clients, meeting preparation, creation of financial plans and other administrative tasks relating to clients. You are required to be extremely detail-oriented, accurate, organized, able to prioritize and must always exhibit excellent communications skills.Duties, Responsibilities, and Attributes Maintain contact with clients to answer general questions about financial planning and investment(s) and allocation Ability to identify, meet and follow through with client needs and requirements All aspects of pre-client meeting activities such as scheduling, data gathering, preparation of meeting agendas, client paperwork, asset allocations and reporting. Prepare pre-meeting financial analyses for clients, including retirement, estate planning, education funding, portfolio rebalance, stock options, and risk management Post-client meeting tasks such as development of meeting notes, update of analyses, and coordination of planning implementation with other staff members and outside professionals as necessary Review portfolios for cash needs and for investing excess cash or liquidating for monthly distributions Prepare portfolio reports with the integration of outside account data, as needed Review cost basis and other account detail necessary for accurate reportingQualifications At least 3 years of financial services industry experience, preferably with some involvement in a similar role Ability to effectively present information and respond to questions from managers, clients, customers and the general public Excellent computer skills with advanced knowledge of the Microsoft Office Suite. Experience with financial planning software preferred. Ability to seek out solutions and solve problems Highly organized with a strong attention to detail and accuracy Willingness and ability to learn and use new technology Excellent written and verbal communications skillsSalary Ranges from $40,000 to $60,000 depending on the candidate.Job Type: Full-timePay: $40,000.00 – $60,000.00 per yearBenefits:401(k)Dental insuranceEmployee discountFlexible spending accountHealth insuranceHealth savings accountLife insurancePaid time offParental leaveProfessional development assistanceVision insurancePhysical Setting:OfficeSchedule:Monday to FridaySupplemental Pay:Bonus payEducation:Bachelor’s (Required)Experience:Financial services: 3 years (Required)Work Location: One location|
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