Now Hiring - Flagship Wealth Advisors, LLC - Professional Services Senior Investment Para Planner in Wakefield, MA

Full description of the position

Job description Responsibilities: We are looking for another member of the team servicing and managing our investment advisory clients. Professional environment. Current or prior FINRA Series 7 licensing required, CFP a plus. This is a non-sales role. An understanding of the language we use is very important. We will teach you the work we need help with as long as you know for ex. what is a brokerage account, IRA etc. Knowledge of E-Money and MorningStar software a plus. Duties include: * Trading and rebalancing of accounts, investment research and selection * Review our investment management, financial planning and providing client servicing * Help prepare portfolio reports, proposals, and plans for client meetings * Assist in proofing client reports and preparing for delivery * Deliver exceptional customer service, addressing customer inquiries and resolving any issues that arise * Will assist with professional licensing if you wish to advance. Skills: Previous experience in investment management servicing role or a strong knowledge of investment/brokerage accounts Excellent customer service skills with the ability to handle challenging situations professionally Strong organizational and time management skills This is an exciting opportunity for an individual with strong interpersonal skills and a passion for providing excellent financial advisory service. If you are looking for a challenging role in a dynamic investment management environment, we encourage you to apply for the Assistant Client Relations Manager position. Job Types: Full-time, Part-time Pay: $45.00 - $60.00 per hour Expected hours: 30-40 per week Benefits: * 401(k) matching * Flexible schedule * Paid time off Work Location: Wakefield, MA 01880 Current or prior FINRA Series 7 licensing required, CFP a plus. This is a non-sales role. Job Types: Full-time, Part-time Pay: $45.00 - $60.00 per hour Benefits: * 401(k) matching * Flexible schedule * Paid time off Work Location: In person