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Kelly Services Paraplanner in Alpharetta, Georgia

Ready, set, go. Put your career in motion with a great, new opportunity. Join the Kelly® Professional & Industrial team as a Financial planner in Alpharetta, GA

Why should you apply to be a Financial planner ?

  • Access to outstanding Kelly perks via https://www.mykelly.us/us-mykelly/perks/

  • The pay rate is $21.63 per hour

  • Work Schedule Monday to Friday 8:30 to 5:00pm

  • Weekly pay

What's a typical day as an Financial planner ? You'll be:

  • Identify and document a range of strategies in a compliant, personalized and tailored format

  • Preparation of comprehensive financial projections utilizing eMoney, calculations and research and full financial plans

  • Provide ongoing technical support to clients and advisor

  • Take charge of executing plans in client accounts, and managing and monitoring plan updates

  • Track and report task status, transfer processing and account updates

  • Deliver high quality client service in a professional, caring, and compliant manner

  • Communicate effectively in person, in writing, and verbally with clients, prospects, and others in the organization

  • Ability to close and acquire and service clients based on experience and readiness

  • Working closely with advisor to develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame. Develop appropriate product deliverables

  • Respond to day-to-day queries from clients in order to relieve advisor of general queries

  • Ability to have or grow into sales opportunities, either on the financial planning and/or Group Health insurance side of business

This job might be a great fit if you:

  • Keen attention to detail & business processes…identifying and resolving errors & discrepancies

  • Polite and clear phone manner (can be influential & exude a feeling of trust to clients)

  • Suggests improvements that can benefit the company

  • Effectively utilizing financial planning software and modelling tools

  • Have or willing to acquire all required insurance licenses

  • Life & Health Insurance- license to sell

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What happens next

Once you apply, you'll proceed to the following steps if your skills and experience look like a good fit. But don't worry—you're still in our network even if this position doesn't work out. That means all our recruiters will have access to your profile, expanding your opportunities even more.

Helping you discover what's next in your career is what we're all about, so let's get to work. Apply today at Mykellyjobs.com

You should know: Your safety matters! Vaccination against COVID-19 may be a requirement for this job in compliance with current client and governmental policies. A Kelly recruiter will confirm and share more details with you during the interview process.

Why Kelly ® ?

As a worker today, it’s up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find what’s next is what we’re all about. We know what’s going on in the evolving world of work—just ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.

About Kelly ®

At Kelly, we’re always thinking about what’s next and advising job seekers on new ways of working to reach their full potential. In fact, we’re a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.

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