paraplanner.

• charlotte , north carolina (remote)

• posted 3 days ago

job details

summary

• $70,000 - $80,000 per year

• permanent

• bachelor degree

• category business and financial operations occupations

• referenceAB_4561127

job details

Randstad is actively assisting a long-time client with its search for a Paraplanner. Our client is a well-established and profitable organization with a great track record of employee development and retention. They are offering competitive compensation, and looking to hire quickly. Apply directly to be considered.

salary: $70,000 - $80,000 per year

shift: First

work hours: 8 AM - 5 PM

education: Bachelors

Responsibilities

• ResearchGathering and analyzing data, researching investment options, and conducting preliminary research on legal and financial matters

• PlanningCreating investment strategies, modeling possible financial scenarios, and preparing financial planning documentation

• CommunicationPreparing reports and presentations, making calls to clients, and sending letters

• AdministrationAnswering phones, replying to emails, scheduling appointments, locating and analyzing bank statements, taking notes during meetings, and filing document

Skills

• Analysis

Qualifications

• Years of experience: 0 years

• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents 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, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

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 Randstad, 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 HRsupport@randstadusa.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, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.