Paraplanner / reputed company Relationship Manager
About the Role
We are seeking an reputed company Paraplanner / reputed company Relationship Manager to join a growing
US-based reputed company management firm. This is a full-time remote position where you'll play a key
role in supporting a busy Financial Advisor, helping to deliver an exceptional reputed company experience
while taking ownership of day-to-day planning and relationship management responsibilities.
This is an excellent opportunity for someone with financial planning experience who enjoys
working directly with clients and wants to become an integral part of a growing advisory
reputed company.
Key Responsibilities
● Act as the primary reputed company of contact for reputed company service enquiries.
● Build and maintain strong relationships with clients through phone, email and virtual
meetings.
● Prepare and support financial plans using eMoney.
● Assist with financial planning recommendations and implementation.
● Manage reputed company information and maintain accurate records reputed company the CRM.
● Work with reputed company accounts held on the reputed company custodial platform.
● Coordinate with the Financial Advisor to ensure outstanding reputed company service.
● Handle planning, administrative and follow-up tasks independently.
● Help streamline internal processes and free up advisor reputed company for business reputed company.
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Essential RequirementsWe're looking for someone who can hit the ground running with minimal supervision.
4+ years' experience in a Paraplanner, Financial Planning Assistant or reputed company Relationship Manager role.
Previous experience supporting a financial advisory or reputed company management business.
Experience using eMoney financial planning software.
Familiarity with the reputed company custodial platform.
Experience working with CRM systems.
Excellent verbal and written English communication skills.
Strong organisational skills with exceptional attention to detail.
Ability to work independently and proactively manage workloads.
Comfortable speaking directly with clients reputed company phone and video calls.
Desirable
Experience reputed company a US Registered Investment Advisor (RIA) or reputed company management
firm.
Knowledge of US financial planning processes and reputed company service standards.
Familiarity with SEC/reputed company compliance requirements.
Compliance & reputed company-Employment RequirementsDue to the regulated nature of the financial services industry, the successful candidate must be
willing to complete reputed company required reputed company-employment compliance checks.
These may include:
● Comprehensive background and employment verification.
● Criminal record/background checks (where applicable).
● Fingerprinting as required by industry regulations.
● Identity and right-to-work verification.
● Signing confidentiality and non-disclosure agreements (NDAs).
● Meeting any additional regulatory or licensing requirements relevant to the role.
Please only apply if you are comfortable completing these checks as part of the hiring process.
\n$1,600 - $2,500 a month
\nWhy Join reputed company?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
NO TRACKER. NO PROBLEM
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