Financial Services Paraplanner
Posted on: January 15, 2019
About Us We are an independent financial coaching firm located in Independence, OH. The firm focuses on helping professionals, business owners, and high-income individuals plan for financial freedom in the following areas: Retirement income for life Advanced planning Investment growth Income protection Asset protection We do not simply sell a product. We find the missing piece. We educate and create strategies that do one thing - meet our clients' goals. Responsibilities Help to expand business and attract new clients Arrange for the sale of financial products and investments Analyze clients' financial records Collect and enter data into an organized database Prepare complex financial reports for clients Complete investment and insurance applications Monitor the performance of client investments Education Bachelor's Degree preferred Qualifications 1-3 years of related experience preferred Skills Works well with others Well organized Solves problems effectively Excellent communication skills Critical thinker Analyzes information effectively Please apply today! Keywords: Financial Advisor, Financial Planner, Financial Planning, Financial Analysis, RRSP, RESP, Mutual Funds Manager, Financial Analyst, Financial Sales, Sales Representative, Bank, Banking, Banker, CSC, Canadian Securities Licence, Canadian Securities Course, Financial Analyst, Financial Analysis, Accountant, Accounting, CMA, CGA, CA, Securities Analyst, Research Analyst, Financial Research Analyst, Equity Analyst, Investment Analyst, Ohio, OH, Lakewood, Parma, Shaker Heights, Euclid, Willowick, Mentor, Painesville, Avon Lake, Avon, Westlake, Lorain, Elyria, Strongsville, Akron, Brunswick, Youngstown, Canton, Mansfield,
Keywords: NetHire, Cleveland , Financial Services Paraplanner, Accounting, Auditing , Cleveland, Ohio
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