Financial Paraplanner
Zeutenhorst Financial
1230 S Main Ave, Sioux Center, IA 51250At Zeutenhorst Financial, we believe a vital part of building a fulfilling future for our clients is through securing their financial well-being. With over twenty years of experience in the financial industry, we at ZFI understand how to ask the right questions to keep you safe and prepare for the unexpected. We have a long-standing commitment of building a culture of professional excellence and continuous learning through the way we treat our employees and our clients. Supported by Equitable Advisors, we offer a variety of financial products and services that are designed to help our clients plan, build, and achieve a more stable financial future for them and their loved ones. Located in Sioux Center, Iowa, our experienced professionals are ready to walk alongside you to provide clear recommendations and options to help meet your financial goals and make the most of what you have earned and saved. We are a small but passionate group of individuals who are dedicated to providing the highest quality of customer service to our customers and ensuring all their needs are met. We are excited to be adding a new Financial Paraplanner to our team to support our financial planners through providing financial planning and investment support. As a proactive and process-oriented Financial Paraplanner, you will help with preparing financial plans, portfolio administration, and coordinating client services needs with our team members. Position highlights: - Prepare financial analyses, comprehensive financial projections, and financial plans for clients utilizing current software, calculations, and research - Provide excellent customer service to our clients through maintaining communication, responding to inquiries, and providing support for processing client service needs - Work closely with Advisors to prepare information/comparisons for analysis, develop portfolio/robust product solution recommendations, and prepare, analyze, and review high cash reports to determine action items - Develop new workflows and procedures to improve efficiency and enhance the client experience - Facilitate document collection, completion, and data entry for attorneys and clients - Track and report task status for various accounts to the team Key qualities you need: - 3+ years of relevant professional experience in the financial, accounting, banking, or related industry - An associate or bachelor’s degree in finance, accounting, economics, or similar field - Commitment and drive for professional growth and continuing education - Precise attention to detail and strong organizational skills - Motivation to continuously improve processes and tools - Demonstrated ability to work independently and anticipate and solve problems in fast-paced environment - A quick learner of financial planning software and other technologies We offer: - Competitive salary - Hybrid work model - Work-life balance - Health coverage - Life, short-term, and long-term disability insurance - Retirement plan with employer match - Professional development and genuine career path into financial planning – this position could lead to becoming a financial advisor! Ready to join our caring team and work with an appreciative group of clients? Apply now! Zeutenhorst Financial is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age, or any other characteristic protected by law.
Key qualities you need: - 3+ years of relevant professional experience in the financial, accounting, banking, or related industry - An associate or bachelor’s degree in finance, accounting, economics, or similar field - Commitment and drive for professional growth and continuing education - Precise attention to detail and strong organizational skills - Motivation to continuously improve processes and tools - Demonstrated ability to work independently and anticipate and solve problems in fast-paced environment - A quick learner of financial planning software and other technologies
If you are interested in applying, please follow the link below.
Position highlights: - Prepare financial analyses, comprehensive financial projections, and financial plans for clients utilizing current software, calculations, and research - Provide excellent customer service to our clients through maintaining communication, responding to inquiries, and providing support for processing client service needs - Work closely with Advisors to prepare information/comparisons for analysis, develop portfolio/robust product solution recommendations, and prepare, analyze, and review high cash reports to determine action items - Develop new workflows and procedures to improve efficiency and enhance the client experience - Facilitate document collection, completion, and data entry for attorneys and clients - Track and report task status for various accounts to the team
