Paraplanner

Company: TrinityPoint Wealth. - CT
Location: Milford
Posted on: May 23, 2023

Job Description:

TrinityPoint Wealth is looking for a highly motivated individual that is eager to partake in a role as Paraplanner in our Milford, CT office.The role of Paraplanner supports the firm's financial advisors and financial planning process by conducting client research, preparing for client meetings, and providing ongoing service/maintenance to clients. The Paraplanner will serve as an in-house expert on financial-planning related client issues. The Paraplanner role provides a growth opportunity into a Jr. Advisor role.Requirements:Education: Bachelor'sCertified Financial Planning (CFP) designationFinancial or Banking experience of 1-3 years (Fidelity, Charles Schwab, or TD Ameritrade platforms would be a plus)Excellent verbal and written communication skills with both clients and Advisors/staff.Patient and methodical approach to work.Organized and detailed oriented with ability to multitask.Extensive knowledge of Excel, Word, PowerPoint, along with knowledge social media platforms, including LinkedIn, Facebook, Twitter and YouTube.Flexible and AccommodatingThis position will entail limited travel to satellite offices, company networking events, and conferences.

Keywords: TrinityPoint Wealth. - CT, Milford , Paraplanner, Other , Milford, Connecticut