Details
TrinityPoint Wealth is looking for a highly motivated individual that is eager to partake in a role as Paraplanner in our Milford, CT office.
The role of Paraplanner supports the firm s financial advisors and financial planning process by conducting client research, preparing for client meetings, and providing ongoing service/maintenance to clients. The Paraplanner will serve as an in-house expert on financial-planning related client issues. The Paraplanner role provides a growth opportunity into a Jr. Advisor role.
Requirements:
- Education: Bachelor's
- Certified Financial Planning (CFP) designation
- Financial or Banking experience of 1-3 years (Fidelity, Charles Schwab, or TD Ameritrade platforms would be a plus)
- Excellent verbal and written communication skills with both clients and Advisors/staff.
- Patient and methodical approach to work.
- Organized and detailed oriented with ability to multitask.
- Extensive knowledge of Excel, Word, PowerPoint, along with knowledge social media platforms, including LinkedIn, Facebook, Twitter and YouTube.
- Flexible and Accommodating
- This position will entail limited travel to satellite offices, company networking events, and conferences.