FPA of Miami Career Center

PARAPLANNER 

Are you looking for an opportunity to develop your skills as a Financial Planning professional in a safe environment? Do you enjoy helping others reach their goals and live a peaceful life? Then the Paraplanner position at Miller Wealth Advisors, LLC could be for you. We are looking for someone who is interested in taking their career to the next level by assisting senior team members with business growth. This candidate needs to have a passion for financial planning and be committed to the profession for the long-term success of our clients and firm.

 

Essential Duties and Responsibilities:

  • Assist in client meetings to gather information to develop a financial plan

  • Onboarding new clients into financial planning software (eMoney)

  • Organize, coordinate, and maintain client paperwork

  • Handle client service requests including processing name and address changes, account applications and bank authorizations, answering client questions via telephone, email, and face to face

  • Provide high quality customer service and demonstrate creative problem solving to resolve client issues

  • Prepare client reviews (insurance and investment)

  • Assist with answering phone calls and scheduling client appointments

 

Core Competencies:

  • Profound customer service skills

  • Clear and professional written and verbal communication skills

  • Ability to take complete and accurate notes

  • Maintain confidentiality

  • Problem solving and rule-based analytical decision making

  • Multi-tasking, prioritizing and organizational skills

  • Meet deadlines and maintain close attention to detail

  • Quick learner and self-starter

 

Experience and Education Requirements:

  • College level courses in business/finance

  • 1-3 years securities or related industry experience

  • Series 7 and Life & Health Insurance License (or willingness to obtain)

  • Experience with Microsoft Office Suite (Outlook, Excel, Word, etc.)

 

Preferences:

  • CFP® designation (or willingness to obtain)

 

Physical Demands - While performing the duties of this job, the employee will be required to sit, use hands, reach with hands and arms, and talk and hear. The employee is occasionally required to stand or walk and climb stairs.

 

Benefits - Paid holidays, paid vacation, sick/personal days, 401(k), health insurance

 

Learn more about us on our website: https://www.millerwealthadvisors.com/

Licensed Mortgage Loan Officer - Outside Sales - Eastern U.S.

Image 136_General B2B_Recruiting NFS Rev

AAG is the #1 Home Equity Conversion Mortgage (HECM) Lender in America with an array of home equity solutions, including FHA-insured HECM and proprietary jumbo reverse mortgages, traditional FHA and VA forward loans, and conventional mortgage options.

 

Join our team! 

 

Apply Here 

 

www.aag.com/legal-information/  www.nmlsconsumeraccess.org  NMLS ID: 9392 NMLS ID: 506542

Practice Manager

To apply contact:- 

German M. Ramirez, CFP®

Managing Director

305-809-7642

german@certaplanning.com

CONTACT US

FPA Members - To add new job postings contact:-

Beverley Todd
Executive Director 

FPA of Miami

executivedirector@fpamiami.org
786-581-0556 | Direct: 786-735-2082

Ready to leave a mark? Contact us!

Vision:  To elevate the profession that transforms lives through the power of financial planning.

 

Mission:  The FPA of Miami seeks to create an indispensable professional community experience by promoting the financial planning profession.  To that end, we aim to be extraordinary in our programs, advocacy efforts, and service.  

© 2018 FPA of Miami.

6815 Biscayne Blvd | Suite 103 #323 | Miami, FL 33138 

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