Elite Wealth Management Paraplanner Role

Join Elite Wealth Management as a Paraplanner, providing vital support and tailored financial advice in an in-office environment. Excel while assisting clients navigate their financial futures.
In this full-time position, you'll engage deeply with our clients, ensuring their financial needs are met through personalized service. Your role will include updating compliance records, reaching out to clients for documents, and assisting the principal advisor with inquiries. You'll also help compile essential financial reports and oversee client applications.
Key Responsibilities:
• Update client records and ensure compliance
• Contact clients for documents and appointment confirmation
• Provide administrative support to principal financial advisor
• Compile financial reports and client projections
• Assist clients in applying for insurance products
Requirements:
• Post-secondary education required
• At least 3 years in related financial services
• Strong comm...