Temp Orion Security Jobs (NOW HIRING)

Financial Paraplanner
Associate Financial Planner
(Financial Services)
Our client's Financial Services Firm located in the Monroeville, PA area, with upcoming expansion to the North Hills area, is looking to add a key employee to the Team. They are seeking a professional, in-office Financial Paraplanner / Associate Financial Planner who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills, has a "team player" mentality, and is highly organized. If you want to join a Financial Advisory & Planning Team that has extensive experience in the industry, is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!

MINIMUM QUALIFICATIONS

• 1+ years of Financial Services Industry experience in a fast-paced professional environment
• 1+ years of successful Financial Planning experience
• College Degree in Finance, Accounting, Business or related field of study
• Financial Services Software experience (Orion, eMoney, MoneyGuidePro, Holistiplan, etc.)
• CRM Software experience (Redtail, Wealthbox, Salesforce, etc.)
• MS Office Products experience (Outlook, Excel, Power Point, Word, etc.)
• Video Meeting Application experience (MS Teams, Zoom, Go-To-Meeting, etc.)

PREFERRED QUALIFICATIONS

• Current FINRA Securities Licensing is preferred
• Current PA Life, Accident & Health License is preferred
• SIE (Securities Industry Essentials) Certification is a preferred
• Current CFP Designation or CFP in-process is preferred

ROLE DESCRIPTION
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As a Financial Paraplanner / Associate Financial Planner you will:

• Attend prospect and client meetings as an active participant
• Prepare materials for prospect meetings, new client meetings, and client review meetings
• Conduct tutorials of client portal, initial input and data confirmation with the client
• Update Financial Planning and Firm software systems to reflect the most current and accurate client information
• Ensure inquiries and concerns are addressed and resolved, achieving expected client service levels
• Complete account paperwork, account openings, and money movement
• Through client-centric service, establish a level of trust and confidence with clients, allowing for any financial issue to be discussed and solutions offered
• Develop effective working relationships with the financial advisory team, company staff and vendors, ultimately resulting in effective, high-quality service for clients

REQUIRED SKILLS

• Excellent interpersonal, written, and verbal communication
• Demonstrated ability to prioritize projects and manage time
• Working knowledge of financial planning concepts and procedures
• Ability to adapt as situations or business demands change
• Self-directed initiative and follow through
• Excellent organization and data management skills
• Ability to thrive in a fast-paced office environment
• High level of confidence, perseverance and a desire to succeed
• Willingness and desire to be part of a dynamic team
• Attention to detail and ability to closely follow office processes, policies and adhere to complex regulatory, compliance and client privacy requirements

COMPENSATION

• $70,000 - $90,000 Annually (Base + Bonuses/Incentives)
  *Based Upon Experience, Licensing and/or Certifications*
• Monday - Friday Work Schedule + Generous PTO Policy + Paid Holidays
• Health Insurance Contribution + 401k w-Match
• Tremendous Career Growth Opportunities

Presented by Humans Being Resources, Inc.
Thank you for your interest in our client's Financial Paraplanner / Associate Financial Planner position. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To "Opt-Out" of these communications, please reply "STOP" to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!