An opening is currently available for a ParaPlanner. Requirements for the position are as follows:

• B.A. or B.S. in Business; completion of Registered Paraplanner Program is a plus.
• Prior enrollment or willingness to enroll in CFP® Certification Program.
• Series 7 and Series 63 licenses
• Three-plus years of experience in the financial services industry; experience working with NFS processes and forms is a plus.
• Understanding of financial planning concepts and terminology.
• Knowledge of mutual fund, stock, bond, insurance, annuity product, third-party asset management systems, including how they work, benefits, and drawbacks.
• Exposure to estate planning issues.

Proficiency with computer programs, including:

• MS Office Suite, particularly Excel and PowerPoint
• Advent

Research packages:

• Morningstar Advisor Workstation
• Argus
• Value Line
• S&P
• FMA Advisor and/or Navistar
• Morningstar Principia
• Internet resources

Please send e-mail indicating your interest and attach a recent resume, or contact Kathleen Kojis at 864-718-0600 Toll Free 877-718-0600