Paraplanner

Sterk Financial Services
Job Description
Sterk Financial Services is currently seeking a full-time Paraplanner at our Dakota Dunes, SD location. This is a highly responsible and technical position.  It is not an entry-level sales position.  Candidate must be goal oriented, self-motivated and comfortable working with affluent clients. 
 
Responsibilities include working with the firm’s advisors and their clients to do:
  • Financial plan preparation & analysis
  • Recommend portfolio holdings
  • Build asset allocation strategies
  • Prepare, coordinate and follow through on client communications
  • Meet with clients to complete paperwork
  • Prepare advisor for client meetings/manage client follow up
  • Securities trading
Candidates must be licensed in Life/Health Insurance and Series 6, 65 (Series 7, 66 preferred).  Qualified candidates must have five years of experience in a similar role, be computer literate with the ability to master new software programs, resourceful, and good with people.  A team player with a can-do attitude is required with the desire to continuously get more involved within the business. Compensation commensurate with skills, knowledge and experience.
 
E-mail your resume, cover letter, and salary requirements to amyheaton@sterkfinancialservices.com
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