Job Description Para-Planner/Associate Financial Consultant

Synergy Financial Group is an independent investment firm located in Towson, MD. We are currently looking for an ambitious individual who would be assisting experienced LPL Financial Advisors.

This position could evolve, for the right individual, into having their own financial planning practice.

Para-Planner/Associate Financial Consultant tasks & responsibilities include, but are not limited to:

 Assist in maintaining and constructing financial planning reports and client presentations  Assisting in investment research and portfolio construction/maintenance  Maintaining client’s individual planning websites  Ensuring practice meets compliance standards of FINRA and SEC; assisting in the maintenance of compliance files  Reviewing and assisting in completion of paperwork for senior advisor  Scheduling client review meetings  Handling client service requests as they arise; supporting client relationships  Have extensive knowledge of resources available through broker/dealer website  Will utilize a variety of resources for investment research (ex. Morningstar, etc)  Ability to analyze, collect, and communicate complex information  Time management skills & ability to work independently  Interacting with office staff and clients in a team setting  Must be able to work well under pressure with tight deadlines  Demonstrate confidentiality and discretion with respect to all client and firm information  Sit in on client meetings and prepare recap summaries  Facilitate and follow up on the implementation of financial planning recommendations

Requirements:

 Bachelor’s Degree in Business or related field  Has or will obtain securities registrations series 7, 63 & 65  Proficient in Microsoft Office, particularly Excel, Word, and Power Point  Very detail oriented , organized, and can multi-task, and strong work ethic  Comfortable with usage of computer/internet as primary job requirement  Excellent communication skills, both written and verbal  Experience in financial field is preferred

Benefits:  Medical Insurance, Long Term Disability Insurance, Retirement Plan, Paid Parking