Paraplanner - Financial Firm - Waukesha, WI

Company: Advisor Employee Services
Location: Waukesha
Posted on: May 23, 2023

Job Description:

ParaplannerDo you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm located in Waukesha, WI is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!The below job description outlines the responsibilities for the Paraplanner.Minimum Requirements:2+ years of administrative office experience in a fast-paced environmentFinancial Industry experience preferredIntermediate to advanced skills with MS Office Suite, specifically ExcelDesire to obtain long-term employmentThis position also requires that you possess the following skills:Ability to prioritize projects and manage timeSavvy customer service to include excellent communication; both verbal and writtenStrong follow-throughGood-natured, positive attitudeAbility to demonstrate persistence to achieve qualityStrong organizational skills, detail oriented, proactive, and resourcefulFriendly, professional phone manner and enjoys working with a variety of clientsDemonstrate maturity and poise under pressureFlexibility to contribute as part of a team as well as independentlyResponsibilities:Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetingsUtilize websites and software to obtain client and product informationCompare existing solutions to those currently available in the marketplaceEstablish and maintain detailed client filesPrepare client correspondence, including letters and email correspondenceFulfill routine client service requests, resolve inquiries, and escalate cases when appropriateAssist in client meetingsWhy work with us?Salary$50,000 - $70,000 Based on ExperiencePTOStart with three weeks paid time-off each year and earn more.Additional Days OffWhen we meet our goals, we prefer to give employees extra days off.FlexibilityIn a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in.RetirementWe off Traditional Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $22,500 per year and get a 3% match on top of that. Are you 50+? You can contribute $29,000 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $7,500 per year if you are under 50 and $11,000 if 50+. We know a lot about money, it's what we do!Let's Stay Healthy!Blue Cross Blue Shield group health insurance plan with a great provider network. It's the same health insurance that Tony has for himself. We pay for your health, dental, vision, and life insurance. Paid time-off to go to the doctor, dentist, etc.Hungry?Free lunches provided for weekly team building. Free coffee (Nespresso), tea, sodas, water, and hot cocoa - all on-site.You look like you love to workout!Free onsite gymWant to Lend a Hand?We support local charities financially and with paid time-off to volunteerSupporting Our Families - You bet!We are proud to support our families through sponsorships such as team and club sponsorship programs.Use the Force, Luke!Mentorship is part of the deal. We want to help you as a person, not just as an employee.How Do I Get There?Waukesha location is just off the Guerke's Corners exit on I-94.Mequon location is right off I-43 on Mequon and Port Washington Rd.Wow, You're Smart!We'll pay for you to obtain your life insurance license, health insurance license and Series 65 securities registration. We'll even pay for your CERTIFIED FINANCIAL PLANNER --- designation.Let's Have Fun!Quarterly team lunches and team building events off site.Annual Team Holiday Party.Paid-for Annual Trips - Absolutely!Company hits our goals, let's all travel together.Presented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Keywords: Advisor Employee Services, Waukesha , Paraplanner - Financial Firm - Waukesha, WI, Accounting, Auditing , Waukesha, Wisconsin