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Paraplanner/Financial Services Assistant

Company: Roussel & Associates LLC
Location: Brentwood
Posted on: January 16, 2022

Job Description:

Small, successful Financial Services firm is looking to hire a paraplanner/financial services assistant to work in support of four advisors. -Experience in the financial services industry is a must. -Successful candidates will have a degree in Finance or similar field, Securities Industry licensed or willing to pursue immediately, and possess a strong desire to work toward a CFP designation. -Job duties will include illustrations, case design, consolidated reporting, and implementation of client desired financial plan. -Looking for a detailed, tech savvy individual with strong organizational skills who possesses the ability to work independently or with a team. -Background check required. If interested, please forward cover letter, resume and references.

Keywords: Roussel & Associates LLC, Nashville , Paraplanner/Financial Services Assistant, Accounting, Auditing , Brentwood, Tennessee

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