Job Description

Job Description

Are you ready to put your skills and experience to work at a dynamic, fast paced, independent, privately-owned company? Mattson Financial Services, LLC, a financial services firm in Grand Rapids, MI, has an opening for a full-time Paraplanner/Associate Financial Advisor - and this is far more than just another job opportunity!

When you join our team, you are given a lot more than a desk and a phone. You will get:

· Access to service existing clients and prospective clients

· Top-notch administrative support

· Name and brand recognition of firm due to length of time & presence in the community

· The equipment and software you need for illustrations and reports

· Access to shadow a successful financial advisor to help train you

When it comes to choosing your next opportunity, you may be wondering what to expect. If you join our team, we provide:

· 401(k)

· Paid time off

· Professional development

· Group health insurance plan offered

Now, you are probably wondering a little more about what we need, so here it is:

· Prior Experience Working in Financial Services Industry (Preferred)

· Active State-Specific Life & Health Insurance License (Preferred)

· Series 65/66 (Preferred)

· High School Diploma (Required)

· Bachelor’s or associate degree in finance or similar field (Preferred)

Want some more specifics? If you join the Mattson Financial Services team, here is what you will be doing:

· Own and maintain advisor calendar appointments to make sure preparation work is complete

· Generate and provide various reports to advisor

· Participate in client meetings, track and complete follow up items generated in client meetings

· Take detailed notes and enter information into database for financial plan preparation and review

· Case design and illustrations of financial products best suited for client

· Prioritize day-to day tasks and issues

· Assist advisor with meeting individual and team goals

· Operate with a proactive approach to advisors and clients

· Maintain database programs

· Respond to client inquiries as needed

· Complete and process servicing requests as needed

· Resolve any issues regarding new accounts, transfers, or amendments

· Provide market research on various investments and amendments

Want some more specifics on what makes a successful Paraplanner/Associate Financial Advisor?

· Highly motivated

· Excellent client service skills

· Initiative in business development

· Elevated level of people skills

· Entrepreneurial perspective and desire to grow the firm

· Ability to adhere to rules and regulations as stated and required by the firm

· Successful time management skills

· Process driven

· High level of follow-through

· Excellent communication skills

· Strong attention to detail

Now that you know a little more about us and what we are looking for, it is time for you to tell us about you. Reach out to us ASAP because you just might be exactly who we are looking for! Check out our website at https://mattsonfinancial.com/

Company Description

Financial services firm focused on doing what is right for the client. Offer comprehensive services that integrate all aspects of the clients’ financial pictures.

Company Description

Financial services firm focused on doing what is right for the client. Offer comprehensive services that integrate all aspects of the clients’ financial pictures.