Paraplanner

Website Calm Water Business Partner, LLC

We are seeking a professional, self-motivated Paraplanner for our well-established, growing financial advisory practice client, providing financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.

Responsible for trades and transactions, responding to client questions, writing financial plans, making recommendations, reviewing and interpreting financial statements.  Analyze client goals and make adjustments as needed.  Manage and track financial planning agreements. Enter data into Navi plan and run illustrations.

Must have outstanding interpersonal, communication, organizational, analytical, problem-solving, time management and computer skills (MS Office).  Salesforce experience is a plus.  Must possess strong business and personal ethics and integrity and be a team player.

Minimum of a Bachelor’s degree and at least one year of similar work experience in the financial services industry is required.  NASD/FINRA Series 7, 66 and life and health is preferred or the ability to study and pass in first six months is required.

Competitive salary, PTO, Simple IRA with company match, company paid life and LTD insurance.  Local candidates only.  Must live within commute distance of Nashua, NH.  Must be authorized to work in the United States without sponsorship of any kind now and in the future.

Please email your resume to nancy@calm-water.com.  All resumes are kept in confidence and candidates are never charged a fee.

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