Licensed Paraplanner

Licensed Paraplanner

Are you a driven organized and a proactive professional who thrives in a fastpaced environment Do you consistently go the extra mile and have a glass halffull attitude If youre passionate about delivering exceptional service and working with cuttingedge technology we want to hear from you! WellBridge Wealth located in Colchester VT is looking for a licensed paraplanner to join our team.

About:

At WellBridge Wealth we dont just manage wealth; we buildfinancial futures we build trust we build relationships! We help individuals reach their financial goals with expertly built advice and tailored plans. Our mission is to Buildthe bridge to your financial wellbeing. Building something great isnt easy but with a culture of inspiration and collaboration we believe anything is possible.Were looking to build our team!

Working at WellBridge Wealth means being a part of a team where you can thrive both professionally and personally with opportunities to build relationships grow your skills and contribute to a culture that values integrity excellence and community. Here youll not only be part of a team; youll be an integral piece of our clients lifechanging journeys.

Our Culture:

• Supportive Colleagues: While each team member plays a specific role the company emphasizes collaboration. Advisors associates and operations work closely together ensuring everyone is aligned and working toward a common goal: delivering exceptional financial planning and client service.
• Open Communication: Theres an emphasis on clear transparent communication where everyone feels comfortable sharing ideas asking questions and offering feedback.
• Optimism: A positive cando attitude is contagious. The company prioritizes creating an atmosphere where employees can thrive in a happy and supported environment. Employees genuinely enjoy coming to work because of the culture and relationships theyve built.
• Celebration/Recognition: Theres a lot of energy at WellBridge Wealth and the team knows how to celebrate milestones big and small. Whether its a successful quarter achieving a goal or personal accomplishments success is recognized and celebrated as a team.
• Fun Events & Activities: The company offers regular social events to build camaraderie outside of work from lunches to community volunteering and teambuilding activities.

Key Responsibilities:

• Client Service:Strengthen client relationships by collecting client information addressing inquiries and supporting with strategy implementation.
• Trading and Money Movement:Execute trades process transactions and monitor account performance.
• Financial Plan Preparation: Help develop and maintain client financial plans by gathering and updating data in financial planning software to assess current financial situations and determine financial goals.
• Operations: Ensure paperwork and applications are prepared signed and submitted accurately.
• Meeting Prep:Organize materials document action items and manage followups.
• Client Education: Help clients navigate digital tools (e.g. eSignature uploading documents and accessing statements).

Experience Education and Licensing Requirements:

• Education: Bachelors Degree or Higher
• Licenses: Series 7 66 (or a combination of the 63 & 65
• Preferred Experience: 3 years in financial services or wealth management and trading.
• Preferred Tools Experience: Salesforce Thomson Vestmark and MoneyGuide

Benefits & Compensation:

• Time Off:Generous paid time off for worklife balance.
• Financial Security:Competitive salary $60K to $65K dependent upon experience and licenses.
• Wealth Building:401(k) with company match and Profit Sharing.
• Health & Wellness: Comprehensive health dental and life insurance plans plus employee discounts.
• Growth Opportunities:Personal development initiatives and pathways to career progression.

Are you ready to elevate your career while crafting financial legacies Send us your resume and cover letter.

WellBridge Wealth is an equal opportunity employer celebrating diversity and embracing talent from all walks of life. Join us and be part of our team!