Paraplanner & Jr. Financial Advisor
Company: O'Boyle Wealth Management
Location: Beverly Hills
Posted on: June 24, 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 recordsLearn and
optimize industry-leading financial planning softwareProcessing of
Investment Account Application PaperworkCompliance and file
managementQualifications of our Paraplanner & Jr. Financial
Advisor:Strong desire to learn from an industry leader and become a
successful Financial PlannerPossess outstanding email communication
skillsBachelors DegreeAbility to multi-task and prioritize daily
workloadDemonstrate 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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