Paraplanner.

Spherion Staffing is partnering with a reputable wealth management firm in Bryan/College Station to identify a skilled and detail-oriented Paraplanner. This is an excellent opportunity to join a dynamic team, contribute to the financial planning process, and support the firm's mission to provide comprehensive wealth management services to clients. ...

Responsibilities:
Financial Analysis:
Conduct in-depth financial analysis to assess client portfolios and investment strategies.
Utilize financial modeling tools to evaluate various scenarios and outcomes.
Client Interaction:
Collaborate with Financial Advisors to understand clients' financial goals and objectives.
Participate in client meetings to gather information and address inquiries.
Financial Planning Support:
Assist in the development of comprehensive financial plans for clients.
Prepare and update financial planning documents, including investment reports.
Research and Market Analysis:
Stay abreast of market trends, investment products, and regulatory changes.
Conduct research to support informed decision-making in portfolio management.
Risk Management:
Assist in assessing risk tolerance and developing risk management strategies.
Implement risk analysis tools to enhance portfolio diversification.
Compliance and Documentation:
Ensure compliance with industry regulations and internal policies.
Maintain accurate and up-to-date client records and documentation.
Working hours: 8:00 AM - 5:00 PM
Skills:
Undergraduate degree in Finance or related field a plus
Education:
Associate
Experience:
1-4 years
Qualifications:
Knowledge of investment and banking products, policies, and procedures.
Comprehensive financial planning or wealth management experience a plus.
Desire/ability to work successfully in a small company environment.
Team player, collaborative, able to work with and through others.
Strong attention to detail and organizational skills.
Excellent written and verbal communication abilities.
Familiarity with financial planning software is a plus.
If you are a motivated and detail-oriented individual with a passion for financial planning, we invite you to apply online.

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).