Job Responsibilities: This is an exceptional opportunity for a talented individual who desires a team-based, fast-paced, professional environment. Our Financial Paraplanner/Research Analyst will support four financial planners and work with four support staff to help service our clients. This individual will be responsible for the following:
Building portfolio recommendations and managing custom investment models.
Researching and Monitoring of various investment portfolios.
Preparing and assisting in analyzing financial plans utilizing MoneyGuide Pro.
Developing and utilizing Excel spreadsheets to support job responsibilities and increase office productivity.
Preparing portfolio reports, market reports and updating financial plan summaries for client meetings.
Maintaining client relationships by assisting the team.
Brief Description of Ideal Candidate: We are seeking a friendly, detail-oriented professional who has outstanding communication skills and the ability to manage their time effectively when faced with a variety of deadlines. Candidate must be proactive, committed to continued industry education and able to utilize systems for tracking business. Candidate must possess self-starting and leadership skills.
Required Skills &
Qualifications: FINRA Series 7 Registration
Life Insurance Licensed
Three years of industry experience
B.S. or B.A. Degree
Preferred Skills & Qualifications:
CFP®, CIMA, CPA or CFA Designation
Proficient with Microsoft Excel, Morningstar, fi360 and MoneyGuide Pro
Additional Salary Information: This is a salaried position and not a commissioned or sales based position.
About Blakely Financial, Inc
Independent Financial Advisors providing clients clarity, insight and guidance.Blakely Financial, Inc. is a financial planning and investment management firm founded in 1995 on the simple principal of stewardship, the ethic that embodies the responsible development and careful management of our client’s resources.As an independent financial planning firm, we serve our clients with objectivity, integrity and experience with the goal of providing clarity, insight and guidance regarding their financial goals. We act as fiduciaries for our clients by providing financial planning and advisor-managed investment solutions through Commonwealth Financial Network®.
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