- Robert Half Legal (Atlanta, GA)
- …We are inviting applications for the role of a Paralegal, based in Atlanta, Georgia. The successful candidate will primarily be involved in estate planning and wealth ... transfer services, working closely with high-net-worth clients. The role is a part of a dynamic team that focuses on delivering exceptional services to our clients. * Engage in the accurate gathering, organization, and synthesis of client data, including… more
- Kestra Financial (Pittsburgh, PA)
- …and Duties + Seek, identify, and approach new prospects to grow your own book of business via value added solutions and services + Strengthen client relationships ... Fellow Advisor, Do you feel unappreciated? Are your ideas not taken seriously? Are tired of making your bosses rich instead of yourself? Do you feel like you are a small fish in a big sea? Do you want to differentiate yourself? Do you want to be able to let… more
- Kestra Financial (Bellaire, TX)
- …. Maintain ongoing relationships with existing clients . Process new account paperwork. . Process distributions, Roth conversions, and other transactions. . Respond ... to client inquiries. . Scheduling meetings with clients. . Assist clients with website access, password resets, etc. . Prepare for and follow up on client meetings. . Responsible for meeting compliance requirements. . Assist with administrative and marketing… more
- Coldstream Wealth Management (Kenai, AK)
- …(finance or related focus is preferred) + Series 65 license required plus the FPQP ( paraplanner certification) or first module of CFP - or willing to get them within ... 12-18 months + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus + Excellent communication skills, including writing business… more
- DA Davidson Companies (Missoula, MT)
- …63/65]) when requested.* Willingness to successfully complete the Financial Paraplanner Qualified Professional (FPQP(R)) designation.* Upon request obtain a Notary ... and/or Medallion Signature Guarantee. Duties:* Provides professional, courteous, customer service at all times to ensure client satisfaction.* Ensure adherence to all Branch, Firm and Compliance policies, procedures rules and regulations.* Informs FAs of all… more
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Financial Advisor Paraplanner