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Paraplanner & Jr. Financial Advisor

Company: O'Boyle Wealth Management
Location: Beverly Hills
Posted on: May 15, 2022

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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