Licensed Paraplanner - Remote

Overview

Step into an instrumental role as a full-time Registered Paraplanner with Boldspire Wealth and the practice of Jim Fisher, an independent advisor franchisee of Ameriprise Financial Services, Inc. located in Virginia Beach, VA. This remote role requires working Eastern Time Zone hours and focuses on meeting preparation, follow-ups, business processing, trades, and transactions.

In Short

• Prepping for client meetings and executing account transactions.
• Client service calls and establishing work priorities.
• Assisting in new business processing and tracking.
• Delivering superior client services and monitoring compliance requirements.
• Maintaining high standards of business and professional ethics.
• Requires a Bachelor's degree or pursuing a degree in finance or business.
• Ability to work Eastern Time Zone hours.
• Detail oriented with excellent follow-through.
• Strong written and verbal communication skills.
• Willingness to obtain required licenses within 6 months.

Requirements

• Bachelor’s degree or pursuing a degree in finance or business preferred.
• Well organized, detail-oriented, and accurate.
• Ability to work within a team environment.
• Client service-focused with a desire to help the practice grow.
• Strong communication and listening skills.
• Proficiency in Word, Excel, PowerPoint, and Outlook.
• Series 7 and 66 or required to obtain within 6 months of employment.
• State Life and Health insurance license preferred.

Benefits

• Salary: $55,000 per year, commensurate with experience.
• 401k with a 3.5% match if employee contributes 4% on their own.
• Medical and dental coverage available.
• Vacation/personal leave, paid holidays, and other group benefits.