Paraplanner
Company: Nadler Financial Group
Location: Deerfield
Posted on: May 11, 2022
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Job Description:
Do you want to wake up every day knowing that you consistently
make a positive impact in peoples' lives? Do you want to work with
an amazing group of clients and a wonderful team? Would you like to
come to work secure in the knowledge that you will not have to sell
anything or find new business? If this resonates with you, please
keep reading and consider applying. Nadler Financial Group, Inc. is
a rapidly growing and highly regarded independent wealth management
firm in Deerfield, Illinois. We have been helping our clients meet
their financial goals since 1999; and have grown to more than $1
Billion in assets under management almost solely due to referrals
from our existing clients. Our clients trust us and are excited to
refer their friends and family to us because we place honesty and
integrity above all else, and we have superior knowledge in all
areas of financial planning and investment management. Our firm is
known for forming long-lasting relationships with a wonderful group
of clients including business owners, physicians, working
professionals, and multiple generations of the same family. We are
looking for a highly motivated, analytical, and detail-oriented
person to join our team of smart, dynamic individuals who enjoy
making a noticeable positive impact in clients--- lives. This
position is responsible for supporting the financial planning and
client service efforts of the Wealth Management Team in accordance
with the firm---s policies, goals, objectives, and vision. This
person will report to the Senior Wealth Manager. Responsibilities
Include: -- Assist Wealth Managers with client needs as requested
-- Create and update Excel spreadsheets -- Maintain meeting minutes
-- Data gathering, researching, reviewing, compiling, and preparing
information for clients -- Running retirement and education
projections and financial analyses -- Placing approved trades as
directed by the Wealth Managers -- Money movement and other client
service requests as needed -- Responding to incoming calls and
emails from clients -- Other projects and duties as assigned
Requirements -- Bachelor---s degree from an accredited college or
university -- Minimum of 3 to 5 years in the financial services
industry, RIA environment preferred -- High level of organization,
accuracy, and attention to detail -- Ability to multi-task and
prioritize work in order to meet deadlines -- Exceptional oral and
written communication skills -- Advanced Microsoft Office skills,
specifically Excel Preferred Experience and Attributes -- FPQP-- or
similar designation -- Financial planning experience -- FINRA
licensing -- Knowledge of small business retirement plans --
Familiarity with Charles Schwab and Bright Directions -- Experience
using Junxure CRM software or similar technology -- Knowledge of
SEC and FINRA regulations and industry best practices
Keywords: Nadler Financial Group, Arlington Heights , Paraplanner, Other , Deerfield, Illinois
Click
here to apply!
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