Move Your Career Forward

Find Your Next Opportunity Here

Paraplanner

Torrington, CT

Posted: 10/21/2024 Industry: Financial Services Pay Rate: $45,000/year

Job Description

Join a client-centered financial planning firm in Torrington, CT as a Wealth Advisor Associate/Paraplanner. In this role, you'll play a vital part in supporting financial advisors while delivering exceptional service to clients. If you're detail-oriented and eager to grow in the wealth management industry, this is the perfect opportunity for you!

 

Key Responsibilities:

  • Collaborate with financial advisors to develop comprehensive financial plans and retirement projections.
  • Conduct research on financial products and investment strategies to support advisor recommendations.
  • Prepare and maintain client records, financial analyses, and reports.
  • Assist in preparing for client meetings and ensure follow-up on action items.
  • Build strong relationships with clients and address their financial planning needs.

 

Why Work Here?

The financial firm fosters a collaborative environment with a strong commitment to integrity and personalized service. It supports professional growth, offer training opportunities, and provide a clear career path to becoming a Financial Advisor. You’ll be part of a firm that values your contributions and offers mentorship in a dynamic and supportive setting.

Job Requirements

Qualifications:

  • Bachelor’s degree in Finance, Economics, Business, or related field.
  • SIE or FPQP required; Series 65/66 expected within two years.
  • Excellent communication and interpersonal skills.
  • Strong organizational skills and attention to detail.
  • Previous experience in financial planning or paraplanning is preferred but not required.

What's in it for you:

  • Compensation: Base salary of $45,000 per year, plus bonus opportunities.
  • Benefits: Flexible health benefits, 401(k) with company match, paid time off, and reimbursement for work-related expenses.
  • Professional Growth: Training support (e.g., CFP® certification) and career advancement opportunities.
  • Work-Life Balance: Flexible work arrangements with potential for remote work.

If you’re looking for a rewarding role in wealth management with opportunities for growth, apply now!

Meet Your Recruiter

Allison Blackwood
President & CEO

After twenty years of leading and developing people across the not-for-profit, hospitality and financial industries around the country, I am thrilled to be home in NW Connecticut and the second generational owner of AEI Staffing.  I love this work because we can see the impact every day of getting businesses the talent they need to be successful, getting our friends and neighbors fulfilling work that improves their lives, and how the two together can elevate our community.   

 

When not working with my amazing team, you can find me swimming, kayaking, hiking, or reading a book with my friends and family. 

 

“The ultimate resource in economic development is people.  It is people, not capital or raw materials that develop an economy.” – Peter Drucker 

Apply Online

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About Torrington, CT

Explore exciting job opportunities around Torrington, Connecticut and unlock your career potential today! Nestled in the beautiful Litchfield County, Torrington offers a charming blend of small-town hospitality and big-city amenities. With its proximity to stunning natural attractions like Burr Pond State Park and Mohawk State Forest, outdoor enthusiasts will find endless opportunities for adventure. Culture seekers can enjoy the diverse art scene at Five Points Gallery and captivating performances at the Warner Theatre. Indulge in delicious New England cuisine at local eateries, or catch a game cheering on the Torrington Twisters baseball team. Embrace the vibrant community spirit and endless career growth possibilities this region has to offer. Dive into our job listings and start your journey towards a rewarding career in Torrington, Connecticut today!