Financial Planner/Paraplanner

We are looking for a self-motivated, extroverted, confident, quick learner, team player, and problem solver to join our team. This team member would be a Financial Planner assisting the lead private wealth manager and financial planner to design financial plans for business owners, high net worth individuals, professional, etc. We are looking for this individual to have at least 5 years of experience in designing financial plans which consist of retirement planning, life insurance planning, education planning, estate planning, cash flow analysis, tax planning and projecting, etc. Additionally, this person should have knowledge of mutual funds, ETFs, variable annuities, indexed annuities, and fixed annuities. You would be working alongside the CEO in designing the financial plans while also working with other team members. Our firm currently manages over $200 million in assets. The role would be hybrid after a training period (onsite and remote).