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Paraplanner
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$50,000 - $70,000 a year
Full-time
- Our team at Advisor Launch Lab has been hired by a fee-based financial planning team composed of a lead advisor and four support staff looking to add a stellar paraplanner to their team in St. Peters, MO. They take a holistic approach to financial planning and their mission is to provide families with objective independent advice and a highly personalized road map for their retirement success.
- The paraplanner plays a vital role in connecting the clients, support team, and advisors, embodying their commitment to vision, positive culture, and team spirit.
- Are you someone who has experience or wants to grow your experience as a paraplanner by identifying what client information is needed and requesting missing data from clients?
- Do you feel comfortable with various CRM systems, broker-dealer and investment advisory regulations, and financial planning tools and want to use your experience to improve upon already existing systems to deliver a top-notch client experience?
- Use an in-depth understanding of time value of money including: present value, future value, annuity payments, internal rate of return and compounding interest
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