Paraplanner

Job not on LinkedIn

🔥 0 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

CIR

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1932

⚡ Energy

🔧 Hardware

🤝 B2B

Energy • Hardware • B2B

CIR is a Uruguayan industrial group with over 80 years of history that provides integrated industrial and engineering solutions across metalworking, thermal power generation, electromechanical assembly, transportation services and HVAC. Its subsidiaries include CIR Ind. Metalúrgica, TFU Montajes, TFU Generación Térmica, Servipiezas, Mekatronic and CIR Acondicionamiento Térmico, supplying equipment, installation, maintenance and spare parts to industrial and transport clients.

📋 Description

• Prepare and support comprehensive financial plans and client recommendations • Analyze client data (income, assets, liabilities, cash flow) • Research investment, retirement, and insurance products • Prepare meeting materials, reports, and supporting documentation • Maintain accurate client records and assist with account updates and paperwork • Collaborate closely with financial advisors on ongoing plan reviews

🎯 Requirements

• 2+ years of experience in financial planning, wealth management, or related field • Strong analytical, organizational, and communication skills • Proficiency with spreadsheets and financial planning software • Ability to work independently in a remote environment • CFP® preferred but not required

🏖️ Benefits

• Meaningful role supporting client financial success • Collaborative, high-service professional environment