Paraplanner
Location: Richland, WA

Overview:

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm located in Richland, WA is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!

What you’ll do:

Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
Utilize websites and software to obtain client and product information
Compare existing solutions to those currently available in the marketplace
Establish and maintain detailed client files
Prepare client correspondence, including letters and email correspondence
Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
Assist in client meetings

What We’re Looking For:

1-2 years of administrative office experience in a fast-paced environment
Intermediate to advanced skills with MS Office Suite, specifically Excel
Desire to obtain long-term employment
Life and Health Licensure
Ability to prioritize projects and manage time
Savvy customer service to include excellent communication; both verbal and written
Strong follow-through
Good-natured, positive attitude
Ability to demonstrate persistence to achieve quality
Strong organizational skills, detail oriented, proactive, and resourceful
Friendly, professional phone manner and enjoys working with a variety of clients
Reliable with exceptional work ethic
Demonstrate maturity and poise under pressure
Flexibility to contribute as part of a team as well as independently

Bonus Points:
Financial Industry experience preferred

What You’ll Get:

Pay & Perks:

$22/hr.-$24/hr. based on experience
Healthcare
PTO

Schedule:
Monday-Friday, 8:30am-5pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams. We offer flexible recruiting support — from sourcing and screening to hiring guidance and best-practice tools — designed to make the hiring process easier, faster, and more effective. We also connect talented candidates with meaningful opportunities with advisor teams nationwide. Whether someone is exploring a new role or an advisor is ready to hire, our goal is to create a smooth, informed, and positive experience for everyone involved. Advisor Talent Solutions is part of the Advisors Excel, LLC family of companies. Please note that if you are selected for employment, your employer will be the hiring advisor or advisory firm, not Advisors Excel, LLC or its affiliates. Advisors Excel, LLC and its affiliates are not the employer of record and are not responsible or liable for any employment decisions, terms or conditions of employment, compensation, benefits, management, or any claims or disputes that may arise in connection with such employment.

Paraplanner - Richland, WA

Paraplanner - Richland, WA

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