Our client is seeking career-driven candidates to join their firm and play a key role in their financial advisory practice. The Registered Client Associate/Paraplanner position is critical for providing both internal and external support for the clients, advisors, and managers. This position will help candidates build a suitable foundation in the financial services industry as the position is expected to evolve into a Relationship Manager and eventually a Financial Advisory role or other leadership position. If you are passionate about assisting clients, developing lasting relationships, embracing challenges, providing outstanding customer service, and starting a meaningful career, we strongly encourage you to apply.
The Registered Client Associate/Paraplanner will mainly assist the firm advisors with workflow management while delivering a superior experience for the clients. This role will provide client relationship support by managing, gathering, and analyzing data, helping prepare strategic recommendations, prepping advisors for client review meetings, and resolving other issues and tasks as necessary.