Paraplanner

System One is assisting a Tulsa client with a search for a dedicated and detail-oriented Paraplanner to join their team.  The ideal candidate will have a strong background in business, accounting, or finance, and will be responsible for assisting financial advisors in the financial planning process.
Responsibilities:
Assist in the development of financial plans and strategies Conduct research on financial products and market trends Prepare client reports and presentations Collaborate with financial advisors to understand client objectives Qualifications:
Bachelor's degree in Business, Accounting, or Finance Series 65 Licensure Enrolled in or completion of a CFP Education Program or current CFP certified Salary:  $50K - $75K