Sterk Financial Services

Paraplanner



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


Contact Information

Business Name: Sterk Financial Services
Contact: Amy Heaton
Street: 350 Oak Tree Ln Ste 150
City/State/Zip: Dakota Dunes, SD 57049
Local Phone: (605) 217-3555
Fax: (605) 217-3535
Email: amyheaton@sterkfinancialservices.com
Website Address: http://www.sterkfinancialservices.com

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