Para Planner - Advisor

Concord Advisors is a small independent financial planning firm with an extensive support staff providing elite services and products to our clients.  We are in search of a Para Planner-Advisor to join our team.

 

Key Areas of Responsibility:

 

Case Management and Client Reviews: Assist Senior Advisor with planning, data entry and reporting from various financial planning software programs, research products, discuss investment recommendations, draft financial plan proposals, implement financial plan, delegate tasks, fielding client phone calls concerning their financial plan.

 

Product Specialist: Knowledge of securities, insurance, and advisory products.

 

Series 24 - OSJ Compliance: Branch supervisor, ensuring all compliance requirements are being met.

 

Marketing: Conduct weekly advisor meetings, to keep sales on track with company goals.  Attend seminars conducted for the public by Concord Advisors.

 

Licensing & Registration:  Series 7 Securities License within 3 months, Series 24 Securities License within 6 months, Life & Health License within 30 days and Series 66 License within 12 months of employment.