Paraplanner / Associate Financial Advisor

Oct 18 2018
ALTRES Office |Honolulu|Full Time
Job Description

Full-time position available for a Paraplanner/Associate Financial Advisor in Downtown Honolulu. You will work in an investment firm to provide support to other advisors and office staff.

 

 

 

The ideal candidate will have license series 7 and 66. 

 

Additional Responsibilities:

 

  • Build financial plans for clients
  • Create advice summary letters
  • Assign and delegate work and provide feedback, when appropriate, to other support staff
  • Provide training and support while serving as back up to other advisors and staff
  • Identify clients to engage or re-engage in planning relationships
  • Perform case analysis and develop recommendations
  • Provide recommendations and advice when conducting or participating in client meetings
  • Maintain client accountability
  • Answer questions and provide information to clients as relates to their account

 

Required Education and Qualifications:

 

  • Must have license series 7 and 66
  • Ability to acquire new and maintain existing client relationships
  • Strong communication and interpersonal skills