Para Planner

Website Wealth Crafts

  • Cleared one level of CFP
  • Excellent verbal and written communication skills
  • Data gathering and Financial plan creation
  • Presentation of draft and final plans
  • Prior experience with CRM (Customer Relationship Management) software a plus or be able to quickly learn
  • Fluent in Microsoft Word, Excel and PowerPoint
  • Ability to quickly learn and use computer software programs
  • Analytical, organized, and detail-oriented
  • Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from clients and superiors
  • Flexible, self-motivated, reliable, eager to learn with a curious mind

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