"Lighting a Path to the Future"

Financial Paraplanner 58033

Location: Hiawatha, IA
Job Type: Direct Hire
Salary: $35,000.00 - $45,000.00
Degree: Bachelor;
Date: 10/16/2017
Job ID: 02513139
Job Description
Exciting new role to grow professionally and deliver a Best-In-Class client experience with this great team!
 
Responsibilities:
  • Build relationships with clients;
  • As primary face of the company, support the members of the client service team;
  • Prepare for appointments, gather data and other client paperwork as needed;
  • Set priorities and plan for daily, weekly, monthly, quarterly, and annual activity;
  • Facilitate client meetings and attend meetings for defined clients;
  • Assist in research when requested;
  • Document all client meetings, calls, emails, and follow-ups in Contact Manager;
  • Travel between office locations as needed;
  • Report to Operations Manager.
Education:   4-year degree required.
 
Required Skills:
  • 2+ years of Best-In-Class client experience preferred;
  • Exceptional customer satisfaction, relationship building, and communication skills;
  • Self-directed and self-motivated;
  • Collaborative with ability to supervise and manage others;
  • Ability to travel between multi-site offices as needed;
  • Any industry certifications are a plus: FINRA Series 7 and 66, Life/Health insurance, Disability, LTC licensing.




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Newman-Johnson-King, Inc. & A H Justice Search Consultants • 862 S. Bay St. • Aransas Pass, TX 78336 • Phone: 361-758-2410
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