Para Planner Purpose: This position will help manage the financial planning operations of the Advisor’s practice and have direct contact in working with the clients to achieve their financial goals. Responsibilities include: Preparation of client meetings and handle follow up § Running insurance illustrations § Constructing financial plans § Running cash flow analysis § Run Morningstar reports § Substantiating fee through tracking the work done on each case § Track next steps in the planning process for clients Maintaining inventory for creating financial plans by ordering and tracking expenses on materials Expectations: § Flexible schedule for year end business and client events § Identify ways to improve...read more

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