Paraplanner

Financial Paraplanner

North Texas Wealth Management

Job Description

We are seeking an entry level financial planner for our wealth management firm. The ideal candidate is one who is ready to launch and grow a career in financial planning. Such an individual will enjoy working in a team-oriented firm; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience for developing a financial planning career. This position will best suit someone that is eager to learn, has a passion for finance, is both personable and professional, and holds in high regards serving clients in a fiduciary capacity.

Responsibilities

This individual will provide administrative support to and assist the CERTIFIED FINANCIAL PLANNER™ as they meet with clients, set up their financial plan, implement proposed strategies and provide ongoing account reviews.

Primary Responsibilities (including, but not limited to):

• Manage scheduling and calendar events
• Organize and schedule appoints with prospects and clients
• Attend prospect and client meetings with the CFP™ and take detailed notes
• Assist in creating financial plans
• Assist with analysis, rebalancing, and administration of client investment portfolios
• Data entry to facilitate client on boarding and financial plan creation
• Provide support for processing client service needs, delivering a high level of service
• Assist with the creation and implementation of workflows and procedures to improve efficiency and enhance client experience.

Qualifications

Required:

• Excellent organizational skills, attention to detail, and the ability to prioritize
• Dedicated to customer service and ability to identify, meet and follow through with clients needs
• Excellent project management skills
• Ability to work individually and as part of a team
• Positive attitude
• Strong verbal and written communication skills
• Strong analytical skills
• Bachelors degree

Preferred

• Experience dealing with clients
• Experience with Client Relationship Management tools
• Experience in the financial services industry
• Securities registrations (Series 7 and/or 66)

About our company

North Texas Wealth Management has consistently been in the Top 50 Advisors for LPL Financial (LPL Financial is one of the nations leading financial services companies and a publicly traded company under ticker symbol LPLA.) Our culture is team-oriented and has been described as “top of class” as we have a positive team environment with incentives, competitive benefits and industry leading technology. Our CERTIFIED FINANCIAL PLANNER™ professionals create and implement customized financial plans for individuals through investment management, income strategies, and tax planning. Our clients benefit from our expertise in understanding their employer-provided 401(k) and pension plans and how to integrate them into an optimal distribution plan.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical Setting:

• Office

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• Garland, TX 75044: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Financial planning: 1 year (Preferred)

License/Certification:

• Series 7 or 66 (Preferred)

Work Location: One location