Client Service Advisor

*ParaPlanner:* We are a service-oriented Wealth Management Firm providing an array of services ranging from investments to estate planning and retirement services.
Our office is located in Avon Lake, Ohio and provides a comfortable professional work environment.
We believe in a Work/Life Balance that is friendly and relaxed without sacrificing the quality of our results.
As an independent financial firm, we value independence and maintain the highest degree of professional standards.
We are seeking a bright professional with experience in the financial planning/investment field.
Successful candidate will be organized, able to work independently and have attention to detail while functioning as the financial advisor’s right hand.
You must enjoy assisting clients in servicing their accounts while providing exceptional service.
We will provide the successful candidate with a comprehensive training program in order to learn our systems and be trained to fulfill the responsibilities of the position.
*Responsibilities:* * Participate as part of the team in the preparation of a Client’s Financial Plan.
* Work closely with the Financial Advisor to ensure the quality of our Wealth Management Program.
* Assist in the “on-boarding” process of new clients.
* Answer client requests within an appropriate time frame * Prepare for Client Review Meetings, participate in the Review Meetings and follow-up.
* Troubleshoot reporting issues with the back office.
* Anticipate advisor and client needs and handle them proactively *Qualifications:* · 3–5 years financial services industry experience with FINRA Series 7 & 66 licensing.
· BA/BS in economics, accounting, or finance.
· Passionately committed to serving and caring for other people.
· Handle multiple projects simultaneously & operate under deadlines.
· Highly internet savvy and able to navigate and learn Morningstar and other financial software packages.
· Proficiency with Microsoft Excel.
· Familiarity with National Financial Services (NFS) a plus.
*Compensation Package:* · Salary Range from $50,000 to $75,000 depending on qualifications and experience.
· Quarterly Bonus Program.
· Fully paid Health Insurance Plan.
· Annual HSA contributions.
· 401K Plan with Company Match.
· Annual Profit-Sharing Plan.
· Generous Vacation and Personal Time Policy.
Job Type: Full-time Pay: $50,000.
00 - $75,000.
00 per year Benefits: * 401(k) * 401(k) matching * Health insurance * Health savings account * Paid time off * Retirement plan Compensation package: * Bonus opportunities Schedule: * Monday to Friday COVID-19 considerations: We are requesting clients who come into our office be fully vaccinated for appointments.
We utilize Zoom for those individuals who prefer a virtual meeting.
Ability to commute/relocate: * Avon Lake, OH 44012: Reliably commute or planning to relocate before starting work (Preferred) Experience: * Financial planning: 1 year (Preferred) License/Certification: * CFP (Preferred) * FINRA License (Preferred) Work Location: In person