Paraplanner Salary in Cincinnati, Ohio

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Average Salary for Paraplanner in Cincinnati, Ohio

The average salary of a(n) Paraplanner in Cincinnati, Ohio is $92,922.

The average hourly rate of a(n) Paraplanner in Cincinnati, Ohio is $44.67.

The average bonus of a(n) Paraplanner in Cincinnati, Ohio is $3,968.00.

Job Description:

Supports Financial Advisers and Financial Planners in an administrative and assistant role. Researches financial products, searches financial databases, finds information about products that match clients' needs, writes reports on recommendations, obtains a selection of product quotes, deals with customer queries, and keeps accurate client records. Collects and understands client financial statements and documents and organizes them into files and binders. Sorts through the client’s statements and documents in order to input appropriate information from them into computer programs. Sits in on the client meetings, takes notes, and puts the notes into a letter for the client. Assists in analyzing current and potential client’s investment portfolios, and makes recommendations with regard to fund selection, investment amount, and risk tolerance. Assists in creating detailed financial proposals that takes a client’s insurance, retirement, education, investment, and estate needs into account. Works with a variety of financial representatives, collaborating with internal and external partners, to help clients achieve financial security. Assists clients in implementing recommendations, and performs account maintenance as necessary. Maintains an in-depth understanding of the industry, financial concepts, product knowledge, investment management, and client-service strategies. Less

Supports Financial Advisers and Financial Planners in an administrative and assistant role. Researches financial products, searches financial databases, finds information about products that match clients' needs, writes reports on recommendations, obtains a selection of product quotes, deals with customer queries,... More

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