Paraplanner Kestra Financial Independent Advisor
ParaplannerHamilton, NJ30+ days ago
Support the Lead Advisors 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 • Develop Centers of Influences such as Community Involvement, CPA’s, and Attorneys etc. • Bachelor’s degree in finance, accounting or related field • 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.