Paraplanner

This is a fully remote position, open to applicants in Texas.

📋 Description

• Act as a reliable and knowledgeable point of contact for clients, addressing inquiries related to account values, investments, insurance, and advisory services, while appropriately directing more complex needs.

• Support the advisory team by inputting data into financial planning software and preparing preliminary financial plans for advisor review.

• Create and update financial plans, analyses, and presentation materials to aid clients in clearly comprehending their financial situation and recommendations.

• Ensure all client information is accurate and current across systems to provide a seamless client experience.

• Enhance client relationships by efficiently processing requests, addressing questions, and ensuring that client documentation and records are complete and up-to-date.

• Collect and maintain necessary client information to support suitability, compliance, and high-quality planning.

• Keep detailed and organized records within the CRM system to facilitate proactive service and communication.

• Research and respond to client inquiries in a timely, thoughtful, and professional manner.

• Proactively seek opportunities to improve workflows, processes, and systems to enhance client service and team efficiency.

• Work closely with the Lead Advisor and team, providing adaptable support as client and business needs change.

⛳️ Requirements

• 5 to 10 years of experience in financial services is preferred.

• CFP certification is required.

• Must hold securities registration (Series 7 & 66 or 7 & 63/65).

• Must have insurance licensing/appointment.

• Required to be securities registered and insurance licensed/appointed in all states where activities necessitate licensing and registration.

• Willingness to complete the necessary Long-Term Care training required in the states where support work will be performed.

• If involved with variable insurance or annuities, must be appropriately licensed/appointed and registered for variable products.

• Strong technical aptitude with computers and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or willingness to learn.

• Capable of working with a diverse range of individuals in a friendly and welcoming manner.

• Ability to manage multiple tasks and maintain high-quality work while facing frequent interruptions.

• Must uphold the integrity of sensitive and confidential information.

• Basic understanding of our products and services is necessary.

🏝️ Benefits

• PTO and holiday pay.

• 401K with matching contributions.