Paraplanner/Analyst/Advisor Support
The Wiser Financial Group The Wiser Financial Group Kalamazoo, MI Kalamazoo, MI Full-time Full-time $50,000 - $60,000 a year $50,000 - $60,000 a year Paraplanner/Analyst/Advisor Support Established in 1960, The Wiser Financial Group is one of Kalamazoo's oldest and largest, Independent Financial Advising Firms in Southwest Michigan.
We are seeking a qualified candidate to join our team to work in our Kalamazoo office.
Summary This position will report to a Lead Advisor and will be responsible for providing technical support to the Lead Advisor and the Partners of the firm.
Responsibilities include data gathering, modeling, case design, scenario building, and plan and presentation development.
Essential Duties and Responsibilities Support the Lead Advisor and partners with analysis, client service and technical assistance Learn the technical aspects of the advisor position and prepare to service clients independently Manage data and plans in financial planning software Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation Analyze asset allocation and generate rebalancing trades Research investment managers, services, products, and pricing Understand and leverage resources available at the Broker Dealer to the fullest extent Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Other duties as assigned Knowledge, Skills, and/or Abilities Expert computer skills (Outlook, Word, Excel, and Power Point) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to quickly master tools of industry-financial planning software, analytical tools and broker/dealer or custodian systems Education and/or Experience Bachelor's degree in finance, accounting, or related field The ideal candidate will have a strong understanding of financial services products, including but not limited to equities, bonds, mutual funds, annuities, insurance and managed accounts Certificates, Licenses, Registration Series 7 and 63 required (or ability to obtain) CFP/CFA required (or ability to obtain) Benefits Competitive wage, 401K, Health and Dental Insurance, Paid Time Off Job Type:
Full-time Pay:
$50,000.
00 - $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Professional development assistance Vision insurance Schedule:
8 hour shift Monday to Friday Ability to commute/relocate:
Kalamazoo, MI 49009:
Reliably commute or planning to relocate before starting work (Preferred) Education:
Bachelor's (Required)
Experience:
Financial concepts:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
We are seeking a qualified candidate to join our team to work in our Kalamazoo office.
Summary This position will report to a Lead Advisor and will be responsible for providing technical support to the Lead Advisor and the Partners of the firm.
Responsibilities include data gathering, modeling, case design, scenario building, and plan and presentation development.
Essential Duties and Responsibilities Support the Lead Advisor and partners with analysis, client service and technical assistance Learn the technical aspects of the advisor position and prepare to service clients independently Manage data and plans in financial planning software Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation Analyze asset allocation and generate rebalancing trades Research investment managers, services, products, and pricing Understand and leverage resources available at the Broker Dealer to the fullest extent Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Other duties as assigned Knowledge, Skills, and/or Abilities Expert computer skills (Outlook, Word, Excel, and Power Point) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to quickly master tools of industry-financial planning software, analytical tools and broker/dealer or custodian systems Education and/or Experience Bachelor's degree in finance, accounting, or related field The ideal candidate will have a strong understanding of financial services products, including but not limited to equities, bonds, mutual funds, annuities, insurance and managed accounts Certificates, Licenses, Registration Series 7 and 63 required (or ability to obtain) CFP/CFA required (or ability to obtain) Benefits Competitive wage, 401K, Health and Dental Insurance, Paid Time Off Job Type:
Full-time Pay:
$50,000.
00 - $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Professional development assistance Vision insurance Schedule:
8 hour shift Monday to Friday Ability to commute/relocate:
Kalamazoo, MI 49009:
Reliably commute or planning to relocate before starting work (Preferred) Education:
Bachelor's (Required)
Experience:
Financial concepts:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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