• (860) 286-7076
  • (800) 970-7735

Para Planner

Job Category: Administration/Support
Location: Shenandoah, TX, United States

Review prospect provided data and Advisor notes to create an asset allocation analysis and cash flow analysis.
Prepare comparative life, long term care and research annuity fit based on criteria
Establish and maintain detailed electronic client files
Prepare client correspondence including letters and email.
Fulfill client service requests, resolve inquires
Assist in client meetings

Securities license preferred but not required.
Intermediate to advanced skills in MS office Suite and Excel

Salary plus bonus depending experience.