Paraplanner

Small Wealth Management Little Rock AR

Full-time On-site

Salary: $65000$85000 per year

Schedule: MondayFriday 8am5pm

Work Location: Onsite

Benefits: 401(k) with contribution health/dental/vision PTO bonus opportunity and 10 paid holidays.

About the Role

Small Wealth Management a private wealth advisory practice of Ameriprise Financial is seeking a full-time Paraplannerto support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support operational excellence and high-touch client service.

What Youll Do

Client Service & Relationship Management

- Build and maintain professional relationships with clients.

- Handle account inquiries and escalate as needed.

- Serve as a primary point of contact for advisor and client communications.

Paraplanning & Advisor Support

- Prepare financial plans and conduct investment research.

- Complete trades and transactions accurately.

- Prepare agendas reports forms and documentation for client meetings.

- Maintain Salesforce notes and client follow-up tasks.

Operations & Workflow Management

- Prepare and submit new business paperwork.

- Coordinate transfers rollovers wires and deposits.

- Maintain documentation within CRM and workflow systems.

Administrative Support

- Process expense reports and prepare client correspondence.

- Scan organize and maintain digital files.

- Support advisors with office tasks and projects.

Qualifications

- Bachelors degree

- Series 7 and 66 (or 63/65)

- Excellent communication and client service skills

- Strong attention to detail and organization

- Proficiency with Microsoft Office Suite

- Ability to multi-task in a fast-paced environment

- High integrity and confidentiality

- Minimum of 3 years experience in the financial planning or wealth advisory industry

Who Succeeds in This Role

- Dependable proactive and service-minded

- Detail-oriented with strong accuracy

- Excellent communicator and team collaborator

- Organized and able to handle multiple tasks

- Motivated by helping clients achieve clarity and confidence

About Small Wealth Management

Since 1999 Small Wealth Management has been driven by a commitment to empower clients to understand achieve and maintain financial independence with confidence and clarity. Our legacy is helping build yours.

How to Apply

Submit a resume and cover letter

Small Wealth Management is an equal opportunity employer.