Paraplanner & Jr. Financial Advisor
Company: O'Boyle Wealth Management
Location: Beverly Hills
Posted on: May 15, 2022
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Job Description:
Did you recently graduate (or are about to graduate) and
you---re ready to begin your career in Financial Planning & Wealth
Management? If so, O---Boyle Wealth Management may be the right
place for you We---re looking for a Jr. Financial Advisor &
Paraplanner to support the Principal at O---Boyle Wealth
Management, a Beverly Hills-based RIA. This is a fantastic
opportunity for a bright & motivated professional looking to become
a Certified Financial Planner---. In this role, you will learn how
to create a comprehensive financial plan while working directly
with the Firm Principal (20 years in the industry). You will review
client financial records and create & model different possible
financial scenarios. In the process of creating these scenarios,
you will determine how assets should be allocated and ultimately
make recommendations on which financial plan should be followed.
Responsibilities of our Paraplanner & Jr. Financial Advisor :
Collection and review of client financial records Learn and
optimize industry-leading financial planning software Processing of
Investment Account Application Paperwork Compliance and file
management Qualifications of our Paraplanner & Jr. Financial
Advisor : Strong desire to learn from an industry leader and become
a successful Financial Planner Possess outstanding email
communication skills Bachelors Degree Ability to multi-task and
prioritize daily workload Demonstrate initiative
Keywords: O'Boyle Wealth Management, Beverly Hills , Paraplanner & Jr. Financial Advisor, Accounting, Auditing , Beverly Hills, California
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here to apply!
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