Associate Advisor/Para Planner

Associate Advisor/Para Planner

Associate Advisor / Para Planner – MKD Wealth Coaches
Privately held Wealth Management company is seeking an Associate Advisor to provide service support for its advisors and clients. Candidates must be exceptional at following projects through to completion and multitasking.

Candidates must be able to perform the following functions:
• Prepare a retirement plan utilizing supporting software
• Performance calculations in Microsoft Excel
• Account maintenance
• Client meeting preparation materials
• Client projects
• Field general questions from clients regarding investments & retirement vehicles
• Administration duties (typing, data entry, filing, scanning, etc.)
• Friendly and confident demeanor for interaction with clients

All candidates should have:
• 3 years of related experience
• Bachelor’s Degree
• Series 65 or 66 license
• Classes associated with the CFP® Education Track
• Proficiency in Microsoft Excel
• Understanding of investments
• Attention to detail and organizational skills

Resumes should be submitted to nathan@mkdWealthCoach.com