Client Service Associate / Paraplanner

Job description

J.M. Franklin & Company LLC is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.

We are currently seeking a Client Service Associate/Paraplanner to join our team. This is an entry-level position, with room for development and growth.

What You Will do as a Client Service Associate / Paraplanner

· Build and maintain strong client relationships by processing client service requests, including account updates, money movement and client agreements.

· Provide seamless onboarding experience for new clients, ensuring professionalism and efficiency.

· Collaborate with internal teams to complete meeting preparation (Running various reports, etc.) and follow up.

· Complete required training, assessments, performance goals and continuing education requirements

· Participate in various training programs and seminars to increase performance of work

· Pursue training in financial products to suit a variety of objectives and risk levels

· Work with financial advisors to help clients to determine financial and investment needs and utilize sales skills to effectively recommend suitable financial products

· Assist financial advisor in identifying investment referral opportunities from new clients

Growth Opportunities

We provide every team member with a clear road map for growth and development.

· Ongoing Training & Education: We provide in-house training throughout the year and encourage and support team members to expand their industry knowledge.

Compensation and Benefits

· Base Salary: $55,000

· Bonus: Performance-Based Bonus

· Retirement Savings: 401(k) Plan

Ready to join a team that values your contributions and invests in your growth? Apply today and become part of JM Franklin & Co!

· Bachelor’s degree in business, finance, sales, marketing or related field

· Required to have or pass within the first 2 years – SIE Exam, Series 7, Series 66

· Proficient in Microsoft Office Suite

· Self-confidence, personal integrity, and an understanding of fiduciary responsibility

· Ability to listen to client needs and provide financial solutions

· Exemplary communication, presentation, time-management, analytical, organizational and problem-solving skills. Motivated to learn and succeed. Attention to detail

· Ability to network with professional and personal communities

· Successful completion of background check and pre-employment assessments

· To qualify, applicants must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.