Paraplanner - Customer Support Advisor

IFC Personal Money Manager, Inc. was a pioneer in the field of comprehensive fee-only financial advice.   As a full service boutique shop we provide advice which takes into account investment, financial planning and tax advice, where needed.

 

This is an excellent entry-level opportunity for a self-motivated, goal-oriented and very detailed person who enjoys working in a small boutique office.

 

This position will provide support in the financial advisory process as well as aiding the office operation as a whole.  The will be opportunities to occasionally participate in client meetings but not in the advice or decision making capacity.

 

Duties/Responsibilities and daily activities:

• Manage back-office operations - set up investment accounts, changes, transfer of assets 
• Prepare agendas for client meetings/data gathering - net worth, retirement projections and performance reports
• Maintain and manage client relationships/responding to their needs
• Post meeting follow up
• Daily interaction with clients and tasks via email/call
• Provide support for special projects
• Assist with general office administration

 Salary and Benefits

• Pay/benefits are competitive based on industry standards
• Salary based on experience
• Bonus potential
• Benefits include vacation, 401K with company match and a company subsidized health plan, if desired.
• Mentorship and learning opportunities and
• A friendly and balanced work culture 

 Interested candidates should email their resume with relevant other information to:

Gary@objectiveadvice.com