Paraplanner Northwest Austin, TX
Share
Job Location:
Austin, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Position: Paraplanner
Firm: REAP Financial Group
Location: Northwest Austin TX
Overview:
REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning. Our mission statement is to Empower families to reimagine what matters most. Our home office is in Northwest Austin TX.
The purpose of the Paraplanner is to provide superior service to our financial advisors existing clients and prospects. This position will support our financial advisors in servicing prospects by preparing for meetings investment research making preliminary financial planning recommendations and coordinating prospect meetings.
What youll do:
- The research of information from providers of financial products promoting and assisting with the sale of financial products
- Liaison between the Advisors and team members
- Thorough notes are recorded during advisor appointments and promptly entered into CRM and retirement software systems
- Assist in designing financial strategies by preparing case files retirement analysis social security analysis Medicare analysis and risk analysis reports
- Follow-up with prospects to collect required financial statements and personal information
- Track and schedule all follow-up meetings until the Advisor closes business
- Assist with preparing new client paperwork and collecting signatures as needed
- Maintain and track all open opportunities make calls to prospects and cold leads manage drip campaigns and follow up with calls emails and gifts to prospective clients.
- Prepare documentation for appointments such as client presentations.
- Attend workshops; help with equipment set up and book appointments.
- Connect and build rapport with leads prospects and clients to better assist our Advisor(s).
- Commit to education by continually staying abreast of legislative changes in the industry as well as product knowledge.
- Maintain current Advisors licenses and appointments with agencies and companies
- Order & stock new business applications and marketing brochures
- Receive incoming client service calls in a friendly warm manner
What Were Looking For:
- Prior experience working in financial industry required
- 3 years working with a Financial Advisor in a fast-paced office environment
- Texas Life Insurance & Securities License(s) preferred
- Proficiency in MacOS
- Excels in identifying problems quickly efficiency ownership of projects and detailed oriented
Bonus Points:
- Extremely flexible and having the ability to switch gears with ease as needed
- People-centric creating a supportive and inclusive workspace
- Ability to own projects from start to completion
What Youll Get:
Pay & Perks:
- Health Dental and Vision (100% paid by company)
- PTO
- Unlimited Flex time
- Maternity/Paternity leave
After 1 year:
- 401(k) with generous matching and profit sharing
- Hybrid-remote work from home
- Summer Fridays
- Participation in sales incentive bonuses
- Qualification for company trip
Schedule:
- Monday-Friday 9am-6pm or 8am-5pm
- Some weekday evenings (5:30pm-9pm) for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
