Paraplanner

Company Description

At EQ Wealth Advisors, our mission is to simplify wealth management by focusing on emotional intelligence to help clients make smarter financial decisions and live fulfilling lives. We serve clients who are family-oriented, community-minded, diligent savers, always eager to learn, and in various life stages. We offer comprehensive financial counseling and support to align our clients' wealth with their values and goals, allowing them to enjoy the fruits of their labor while we handle the details.

Role Description

This is a full-time hybrid role for a Paraplanner at EQ Wealth Advisors in Dallas, TX, with flexibility to work remote three days per week. The Paraplanner will be responsible for client forms, opening new accounts, assisting with client money movement, and assisting clients with all requests to support our associate planners and lead planner.

Qualifications

• Strong attention to detail and accuracy
• Hard working and dedicated
• Excellent communication skills to collaborate with team members and clients
• Ability to work independently and prioritize tasks effectively
• Certified Financial Planner designation or in the process of procuring a CFP designation