Nexus Wealth Partners

Join Our Team as a Paraplanner at Nexus Wealth Partners. Our team is the cornerstone of our success, and we're currently seeking a dynamic and motivated Paraplanner to join us.. Educated and Ambitious: You've earned a bachelor's or graduate degree and are either a Certified Financial Planner (CFP) or are on the path to becoming one.. Assist in the development of financial plans (using eMoney or Moneyguide Pro) and reports for clients, ensuring accuracy and relevance.. Flexible Work Environment: Benefit from our hybrid work schedule, allowing for a healthy work-life balance with three days in the office and two days working from home.

paraplanner

Join Our Team as a Paraplanner at Nexus Wealth Partners Location: Westlake Village, CA About Nexus Wealth Partners At Nexus Wealth Partners, located in the heart of Westlake Village, CA, we are dedicated to providing top-tier financial planning services to our clients. Our team is the cornerstone of our success, and we're currently seeking a dynamic and motivated Paraplanner to join us. If you're passionate about financial planning and thrive in a supportive, flexible work environment, we'd love to hear from you! Who You Are <ul><li>Licensed and Knowledgeable: You hold securities licenses (ideally Series 7 and 66 or 63 & 65) and have at least two years of experience in the financial planning industry. Your background has equipped you with a solid understanding of financial products and planning strategies.</li></ul> <ul><li>Educated and Ambitious: You've earned a bachelor's or graduate degree and are either a Certified Financial Planner (CFP) or are on the path to becoming one. Your commitment to client success matches your drive to advance your professional qualifications.</li></ul> <ul><li>Flexible and Adaptable: You appreciate the balance between office and remote work, valuing the flexibility of our hybrid work schedule. With the ability to work three days in the office and two days from home, you understand the importance of meeting deadlines and achieving results, regardless of location.</li></ul> Key Responsibilities <ul><li>Assist in the development of financial plans (using eMoney or Moneyguide Pro) and reports for clients, ensuring accuracy and relevance.</li><li>Conduct financial analysis and research to support planning strategies and product recommendations.</li><li>Place trades, rebalance, and raise cash when necessary with client investment accounts</li><li>Work with investment wholesalers to generate investment proposals and construct presentations for client meetings</li><li>Provide backup to staff and be able to process paperwork when needed</li><li>Collaborate with our team to provide comprehensive client support, maintaining our standard of excellence.</li><li>Stay updated on financial planning standards and regulations, contributing to our culture of continuous improvement and learning.</li></ul> Why Nexus Wealth Partners?<ul><li>Competitive Compensation: Enjoy a salary range between $75,000 to $100,000, reflective of your experience and expertise.</li></ul> <ul><li>Comprehensive Benefits: Access to health insurance, a 401(k) plan, and other benefits that support your well-being and financial security.</li></ul> <ul><li>Flexible Work Environment: Benefit from our hybrid work schedule, allowing for a healthy work-life balance with three days in the office and two days working from home.</li></ul> <ul><li>Supportive Team Culture: Join a team that values collaboration, continuous learning, and a positive work environment.</li></ul> How to Apply Ready to take the next step in your career with Nexus Wealth Partners? Email your resume to Scott Nelson at Scott@NexusWealthPartners.com by April 1, 2024. We look forward to learning more about you and what you can bring to our team!

START NEW SEARCH