Crossbridge Financial Group of CNY, a successful, mature and growing practice seeks a full-time Paraplanner to support and grow with our Group. This analytical person will assist the planner in all aspects of creating a comprehensive financial plan for clients. Knowledge in all areas of financial planning is critical. The paraplanner will research questions, create projections, identify solutions, prepare recommendations, assist with client service and prepare for client reviews.
- Bachelor's degree and two- four years industry experience,
- Proficiency using Microsoft Office programs are required.
- CFP(r) or Registered Paraplanner, FINRA Series 7 and 65 securities registrations are all a plus.
We are an equal opportunity employer. Reply in confidence to
Location/Region: Syracuse, NY (US - 13206)