Robert Half International Paraplanner - will cover cost of CFP in Campbell, California
For faster consideration, please view my Linkedin under Charles O'Brien and email me your resume.
Our client is planning first financial advisory firm that has an investment philosophy centered around progressing the lives of their clients through financial wellbeing.
Specific Duties and Responsibilities:
Prepare tax returns and tax projections using tax software.
Prepare advisor meeting notes/agenda, charts, graphs, tables and other visual aids to be used in implementation meetings with clients.
Create financial plans and retirement/education projections using planning software.
Gather data and maintain client contact throughout the financial planning process.
Research and analyze various planning strategies to help clients accomplish their goals.
Assist in investment research and analysis.
Assist in developing solutions and recommendations that will fit the client's goals, risk tolerance, time frame and objectives.
Update client financial reports as needed for client review meetings.
Follow-through on post-meeting recommendations such as completing actions and research.
Keys – Financial Planning Associate/Paraplanner
1+ year of tax experience, preferably with HNW clients
Strong communication and relationship building skills, with client facing potential
Interest to do financial planning
CPA/EA is a huge plus
For details on salary and benefits, please view my LinkedIn under Charles O'Brien and email me your resume
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