Wealth Management Associate
5 days ago
Our Vision:
Hoxton Wealth is dedicated to providing exceptional wealth management services to our clients. We leverage our expertise in tax-efficient strategies and innovative technology solutions to deliver comprehensive financial plans and personalized investment solutions.
Job Role:
We are seeking a Partnered Paraplanner to join our team and work closely with one of our top advisors. This is a fantastic opportunity for a motivated and experienced paraplanner to take their career to the next level and work with a successful advisor.
Key Responsibilities:
- Collaborate with the advisor to develop and implement comprehensive financial plans for clients.
- Conduct thorough research and analysis to support the advisor in making informed investment decisions.
- Prepare and maintain client reports, presentations, and other materials as needed.
- Communicate with clients to gather necessary information and ensure a high level of service and satisfaction.
- Stay up-to-date on industry trends, regulations, and best practices to provide relevant and accurate advice to clients.
Requirements:
- Bachelor's degree in Finance, Accounting, or a related field.
- Minimum of 3 years of experience as a paraplanner, preferably in a wealth management or financial planning firm.
- Working knowledge of financial planning software and CRM systems.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
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