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Casey Financial Services

Casey Financial Services

About Casey Financial Services


Job Summary

Casey Financial Services is seeking a 25-30 hour per week Financial Services Paraplanner. As a Paraplanner, you are responsible for maintaining ongoing communications with clients, meeting preparation, creation of financial plans and other administrative tasks relating to clients. You are required to be extremely detail-oriented, accurate, organized, able to prioritize and must always exhibit excellent communications skills.


· Attend client meetings with the advisor, creating a relationship with the client, taking notes, writing meeting follow-up notes and to-do’s

· Writing financial plans along with summary of action items

· Follow-up client calls.

· Assist in market research and portfolio management.

· Open client investment accounts

· Follow up with corporate offices regarding application details


Key Traits

· Strong organizational and computer skills

· Knowledgeable with insurance and investment products

· Direct attention to detail and organization

· Effective communication with clients and other advisors/staff

· Desire to be great and to do what is best for the client

· Effective and efficient time management

· Polite and clear phone manner

· Ability to multi-task

· Ability to adhere to rules and regulations as stated and required by advisor and FINRA

· Ability to support and provide guidance for compliance within the advisor’s practice

· Positive attitude and sincere willingness to learn and grow


Duties, Responsibilities, and Attributes

· Maintain contact with clients to answer general questions about financial planning and investment(s) and allocation

· Ability to identify, meet and follow through with client needs and requirements

· All aspects of pre-client meeting activities such as scheduling, data gathering, preparation of meeting agendas, client paperwork, asset allocations and reporting.

· Prepare pre-meeting financial analyses for clients, including retirement, estate planning, education funding, portfolio rebalance, stock options, and risk management

· Post-client meeting tasks such as development of meeting notes, update of analyses, and coordination of planning implementation with other staff members and outside

· Prepare portfolio reports with the integration of outside account data, as needed

· Review cost basis and other account detail necessary for accurate reporting



· College degree or higher

· At least 3 years of financial services industry experience, preferably with some involvement in a similar role

· Ability to effectively present information and respond to questions from managers, clients, customers, and the general public

· Ability to seek out solutions and solve problems

· Highly organized with a strong attention to detail and accuracy

· Willingness and ability to learn and use new technology

· Excellent written and verbal communications skills

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