Our client, a top-notch Financial Services Firm whose Financial Advisors have been rated the Top in the Industry, is experiencing tremendous growth and is looking uncover sharp, bright, professional candidates for a Paraprofessional role with their team. Their goal is to help clients improve their operational effectiveness and efficiency through their customer first approach to financial planning. The Paraprofessional is responsible for client service and administrative functions in support of this goal. This is a cordial environment where team spirit and camaraderie are a given.

Duties include:

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  Extensive account management assistance


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  Assisting with building partnerships with clients to learn their challenges and discover their strengths.


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  Assisting with the evaluation of client needs to successfully implement operational solutions.

The Paraprofessional assists in creating solutions and to address challenges daily along side Financial Advisors.
Strong client service, mathematical, and administrative skills are a must. Series 7, 65, or 66 required. No sales involved and diverse backgrounds will be considered.

NO PHONE CALLS PLEASE. LOCAL CANDIDATES ONLY. Thank you.