Do you thrive in a fast paced environment? Achieving results through your great people skills? Love numbers? If you answered yes, we would like to talk to you! Kruse Financial, a successful financial management firm, is seeking a talented self-starter as a Paraplanner for our growing practice. We are proud of our 28 year foundation of being in business and have established an outstanding reputation in our area. You will join a talented team of dedicated professionals which serves our many individual and business clients offering financial planning and asset management. This is a new position created to support our busy Principal and allow him the ability to further grow the practice. There is much room for growth and no time to get bored. In our business, things change daily along with the financial markets. You will have a direct impact on the lives of our valued clients!
Snapshot of key accountabilities:
As a member of our financial management team, you will be reporting directly to our Principal in the preparation of comprehensive financial plans, navigating our technology for use during client meetings, and managing exceptional client relationships.
Traits required for success:
You are able to communicate persuasively and effectively with our diverse group of clients with a dedicated commitment to providing superior customer service with a focus on quality and details. Poise and an engaging empathetic communication style based on your natural warmth are key to achieving results at Kruse Financial. Your excellent time management and strong organizational skills and your ability to prioritize multiple tasks and anticipate and resolve client issues is mission critical.
Skills/Experience/Knowledge required: