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Description: Are you looking for that next career opportunity? The Potter Financial Group, a 25 year plus independent Financial Planning firm, is looking to hire a Para planner to help assist planners in preparing modular and comprehensive financial plans utilizing leading planning software and analytic tools.
Who are we?
We are an independent Financial Planning firm in Durham offering objective, ethical advice supported by a professional commitment to a client-centered financial planning process. We understand the importance of listening to our clients and designing strategies tailored to each individual's concerns and needs. Through our relationship with National Financial Partners, a national network of independent advisors, we are able to provide:
- Relationships with leading financial product manufacturers with an array of products and services
- An open architecture platform that allows our planners to offer their clients the tools and resources best suited to their particular needs
- An opportunity to collaborate with Best-of-Breed Advisors and Planners
- Access to first-class Broker Dealer, Advisory and Investment Services, and Benefits Divisions
For more information about who we are and what we do, please visit us at www.potterfinancialgroup.com.
KEY RESPONSIBILITIES:
- Participate in data gathering during Discovery meetings with clients and follow up with clients as necessary to obtain appropriate financial plan inputs
- Analyze and organize client data for financial plans
- Assist in the continued refinement of the firm's financial planning process and help establish operational policies and procedures
- Assist in the preparation and packaging of financial plans.
- Follow up on cases with the carrier and/or vendor and client on a regular basis.
- Prepare for client meetings by gathering materials needed.
- Research and analyze financial statements; industry, regulatory, and economic information; new government legislation; and financial periodicals and newspapers
- Review work processes for potential quality improvements and efficiencies; implement them when appropriate.
IDEAL CHARACTERISTICS:
REQUIREMENTS:
- Required: At least 3 years of financial services experience
- Preferred: CFP
- Required: Bachelor's Degree
- Required: FINRA Series 7 License
- Preferred: Life and Health Insurance License
If you are a values-driven professional, that demonstrates the necessary characteristics of success and integrity, we invite you to apply with us.
Contact Information:
Jackie McDowell
The Potter Financial Group
1816 Front Street, Suite 220
Durham, NC 27705
Phone: 919-383-7421 x 116
Fax: 919-383-6284
Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. The Potter Financial Group is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp (NFP), the parent company of NFP Securities, Inc.
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