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Stonebridge Financial Planning Group, LLC · 2 months ago

Paraplanner and Account Specialist

Orlando, FL

Full-time

Onsite

New Grad, Entry Level

Stonebridge Financial Planning Group, LLC is seeking a Paraplanner and Account Specialist to join their dynamic team. This hybrid position involves preparing financial plans, managing accounts, and delivering exceptional client service in a collaborative environment.

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Responsibilities

Prepare and update financial plans and client proposals

Maintain CRM records and manage account openings

Handle invoicing, billing reports, and document processing

Support Advisors during client meetings and follow up on action items

Deliver exceptional client service and respond promptly to inquiries

Qualification

Financial planning toolsMicrosoft 365Organizational skillsCommunication skillsMulti-tasking

Required

Bachelor's degree or relevant experience

Proficiency in Microsoft 365 and financial planning tools (Money Guide Pro, Investor360)

Strong organizational and communication skills

Ability to multi-task and work independently

Company

Stonebridge Financial Planning Group, LLC

Stonebridge Financial Planning Group is a passionate team of professionals who are committed to helping you experience the lifestyle outcomes you desire.

Orlando, Florida, USA

11-50 employees

https://stonebridgefpgroup.com/

Funding

Current Stage

Early Stage

Leadership Team

John A. Webb

CFO

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