We are a Financial Planning Firm based in Cherry Hill, NJ that is in search of a qualified Financial Paraplanner. We have an established portfolio of clients and are growing by the day. This candidate would work directly with the CEO and team to make an immediate contribution on day one. We are looking for the right person who can grow into a financial analyst role within 1-2 years or sooner. Salary dependent on experience, 70K-90K. 100% Paid Health Insurance plus 401K. This position is in office 5 days a week. Apply Today!

Minimum Requirements:

• 2+ years of administrative office experience in a fast-paced environment
• Financial Industry experience preferred
• Security Licenses, CFP preferred but not required
• Intermediate to advanced skills with MS Office Suite, specifically Excel
• Desire to obtain long-term employment
• Willing to take control of administrative duties and continue to take expanded responsibilities
• Ability to prioritize projects and manage time
• Savvy customer service to include excellent communication; both verbal and written
• Strong follow-through
• Ability to demonstrate persistence to achieve quality
• Strong organizational skills, detail-oriented, proactive, and resourceful
• Friendly, professional phone manner and enjoys working with a variety of clients
• Reliable with exceptional work ethic
• Demonstrate maturity and poise under pressure

• Responsibilities:
• Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
• Utilize websites and software to obtain client and product information
• Compare existing solutions to those currently available in the marketplace
• Establish and maintain detailed client files
• Prepare client correspondence, including letters and email correspondence
• Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
• Assist in client meetings

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.   JOB ID: 145032 #post

James Kinder