Mphasis
Mphasis | Sr Financial Analyst
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Job Highlights
Responsibilities
- The Paraplanner role will be part of our organization, LPL Paraplanning Solutions.
- This individual will support the creation of financial plans to be delivered to our advisors.
- This position is an entry into planning and is focused on quickly learning best practices, planning software, planning processes, and planning strategies.
- Input client data into financial planning software (eMoney, MoneyGuide, RightCapital).
- Organize and compile client data including statements and fact finders in accordance with the Paraplanning Team’s data structure.
- Entering and validating data in the financial planning software from client statements and fact finders.
- Reviewing initial plan submissions for minimum required data for the Paraplanning team to begin plan creation.
- Attending advisor meetings to gather data and take notes for advanced plans creation.
- Research ad-hoc financial planning questions as necessary to support the construction of financial plans to serve our Advisors and their clients.
Requirements
- Must gain proficiency in a variety of financial planning tools/software to include WealthVision/eMoney, MoneyGuide, and RightCapital.
- We want strong collaborators who can deliver a world-class client experience.
- 1 year of experience within a financial services firm, University program, and/or a financial planning environment.
- Working towards acquisition of CFP® designation or interest in obtaining.
- Licenses Required: Securities licenses 63/65 or 66 are required or ability to obtain within 90 days.
- Software/Systems Skills Required: Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint) and Financial Planning software.
- Strong communication and presentation skills.
- Understanding of personal financial
- Experience: 2 - 4 Years
About the company
Mphasis
Mphasis is an employer hiring in India (sector: Technology / IT / BPM). In its own words: "Mphasis delivers innovative Applied Technology Services & IT Consulting to solve your toughest business challenges."
Its finance, accounts, audit and tax openings in India are mostly in Bengaluru.
