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ParaPlanner

Location
Farmington, Connecticut
Job Type
Permanent
Posted
13 Sep 2020

Valenti Wealth Management, LLC is a successful investment planning organization located in Farmington, CT. We are a rapidly growing practice with a diverse client base. We are currently seeking an experienced, organized, self-motivated and energetic individual to join our team to provide marketing, administrative, operational, and customer service support to a CERTIFIED FINANCIAL PLANNERâ„¢ Practitioner.

Duties include:

  • Helping to coordinate marketing initiatives such as seminars, events, and social media content
  • Preparing documents for client appointments
  • Responding to client inquiries and requests
  • Greeting clients and answering phones
  • Setting appointments with clients and prospective clients
  • Maintaining compliance with broker/dealer and regulatory requirements
  • Evaluate and implement cost-effective new technology designed to improve communication with target market and current clients
  • Maintain communication with current clients through on-going mailings, email and phone calls

Requirements:

Skills/Experience:

  • Detail oriented
  • Excellent client service skills
  • Good communication skills
  • Ability to multi-task
  • Work independently as well as function as part of a team
  • Strong MS Office skills
  • College degree strongly preferred
  • Must have previous experience in the financial services industry
  • Securities registrations desirable but not required

Culture/Characteristics:

  • Unquestioned honesty, ethics, integrity
  • Eager to make an impact, self-motivated
  • Strong work ethic, takes ownership
  • Professional and forthright
  • Neat, organized and detail-oriented
  • "Can-do", upbeat attitude

Securities offered through LPL Financial.

Member FINRA/SIPC



Job Requirements:
  • Helping to coordinate marketing initiatives such as seminars, events, and social media content
  • Preparing documents for client appointments
  • Responding to client inquiries and requests
  • Greeting clients and answering phones
  • Setting appointments with clients and prospective clients
  • Maintaining compliance with broker/dealer and regulatory requirements
  • Evaluate and implement cost-effective new technology designed to improve communication with target market and current clients
  • Maintain communication with current clients through on-going mailings, email and phone calls

Apply for this job now

Details

  • Job Reference: 173886889-2
  • Date Posted: 13 September 2020
  • Recruiter: Valenti Wealth Management
  • Location: Farmington, Connecticut
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent