Paraplanner

We are a successful women owned and operated wealth management firm located in Richardson TX. We have a rich 30 year history providing personalized financial planning for our clients and their families and pride ourselves on navigating the complexities our clients face. We act as a trusted guide to support them through every stage including purchasing a home saving for education nearing or entering retirement owning a business or any other life challenges. Utilizing a client service approach and a commitment to lifelong learning we always put our clients needs first encouraging them to ask questions as we address them. We know an environment like ours is built from within so we emphasize our team and are always willing to support each other to create a worldclass experience for our clients and one another! We believe in the value of training tenure and have a track record to prove it with our employee tenure.

As the Paraplanner within our firm you will be an experienced individual who can participate in all phases of the investment financial planning estate planning and insurance planning services we offer to our clients. You will be responsible for supporting our advisory team in several key areas including data gathering and analysis development of financial planning recommendations implementation and complex case research and resolution. Additionally there will be duties around reporting meeting preparation and anything else that may help to move the business forward.

In addition to the technical mastery you will anticipate needs resolve problems and follow through on agreed upon deliverables. You will follow the highest standard of business and professional ethics as well as legal and regulatory requirements. You are an excellent communicator that can grasp others needs and develop remarkable ways to fulfill them. You can move through your work efficiently while recognizing that the detailed work in our business is critical. You have enough experience and/or common sense to know that the first answer isnt always the right one and you are incredibly resourceful and thoughtful in all your interactions.

Responsibilities:

• Support advisory team with preparation of wellpolished documentation and presentation materials for meetings
• Attend and participate in meetings with prospects and existing clients for the purpose of notetaking
• Record meeting notes on topics covered changes in clients needs and action items
• Summarize meeting and schedule action items in contact management software
• Complete all action items utilizing firm processes and procedures
• Coordinate financial plan development including initial financial plan data entry development and working with advisory team to develop recommendations; continuous monitoring of plan and any necessary changes
• Create quarterly and/or annual client summaries of net worth estate distribution insurance income tax cash flow projections and investments
• Research complex situations set client expectations and define the actions necessary to resolve inquiries in a timely manner
• Investment product research and analysis; evaluate potential investments solutions presenting findings to advisory team
• Proactively monitor custodian and internal alerts on a daily basis for change
• Continuously monitor client data across various platforms for accuracy and continuity

Qualifications:

• Bachelors degree required preferably in finance financial planning or a related field
• 3 years of progressive experience in the wealth management industry supporting one or more financial advisors required
• Industry licenses and/or CFP designation or desire to obtain
• Familiarity with financial planning software is required MoneyGuidePro experience is highly preferred
• IntermediateAdvanced knowledge of Microsoft Office (Word Excel Outlook PowerPoint) is required
• Knowledge of industryspecific CRM software is required
• The ability to be a selfstarter critical thinker problemsolver and goaloriented team player
• Excellent communication (written and verbal) relationship building and organizational skills
• Demonstrated ability to multitask delegate and manage a busy workload