Paraplanner

The Keever Group prioritizes delivering exceptional financial advice and personalized service to our clients. We are seeking a dedicated and detail-oriented Paraplanner to support our team and contribute to our clients' financial success.

Key Responsibilities:

• Placing Trades: Execute trades accurately and efficiently on behalf of our clients.
• Rebalancing: Monitor and rebalance client portfolios to maintain alignment with investment strategies.
• Meeting Participation: Attend client meetings, take comprehensive notes, and ensure follow-up actions are documented and addressed.
• Meeting Preparation: Assist in preparing materials and agendas for client meetings to ensure productive and informed discussions.
• Opportunity Identification: Develop and implement a system to identify new opportunities and enhance client portfolios.
• Client Interaction: Gradually take on direct client interactions and meetings, providing high-quality service and support.

Qualifications:

• Bachelor’s degree in Finance, Economics, or a related field.
• Series 7, Series 66 and Life & Health required or obtained within six months.
• Relevant experience in financial planning, investment management, or a similar role.
• Strong understanding of financial markets and investment strategies.
• Excellent organizational and communication skills.
• Proficiency in financial planning software and tools.
• Ability to work independently and collaboratively within a team.

Compensation and Benefits:

• Starting at $65,000-$75,000 per year with bonus potential and growth opportunities.
• Competitive benefits package: a 401k with a match, PTO and paid holidays.
• This position does not offer health insurance but offers a Health Insurance stipend of $300 per month.

Growth Opportunities:

We are committed to the professional development of our team members. As a Paraplanner, you will:

• Gain hands-on experience in all aspects of financial planning and advisory services.
• Have access to continuous learning and professional development resources.
• Be mentored by senior advisors to deepen your expertise and expand your skills.
• Progress to an advisory role, taking on more responsibility and direct client advisory work after demonstrating your capabilities over a few years.
• Enjoy a clear career path with opportunities to advance within the firm, potentially leading to senior advisory or leadership positions.

Why Join Us:

• Competitive starting salary with bonus potential.
• Opportunities for professional growth and advancement.
• Collaborative and supportive work environment.
• Comprehensive benefits package.

Application Process:

To apply, please submit your resume and a cover letter detailing your relevant experience and why you are interested in joining our team.

The Keever Group is an equal opportunity employer. We look forward to hearing from you and exploring how you can contribute to our team!