Paraplanner - Financial Planning Assistant

1 month ago

roseville, United States WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

Company Overview

WGG Wealth Partners is a leading financial planning firm committed to providing exceptional investment solutions and superior client service. Our firm specializes in offering comprehensive financial advisory services to individuals and businesses, helping them achieve their financial goals and secure their future. We are currently seeking a skilled and team-oriented individual to join our practice as a Paraplanner - Financial Planning Assistant.


Job Summary - Financial Planning Assistant

The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a dynamic team environment. You will play a vital role in delivering outstanding service to our valued clients by providing client relationship and account support, resolving client issues and be the first point of contact for both prospective and existing clients.


Responsibilities

  • Respond to client inquiries including researching answer to client questions.
  • Track prospective clients and guide through implementation process.
  • Provide Advisor support to prepare for client meetings, including preparing any necessary forms.
  • Prepare correspondence and financial planning deliverable letters for clients.
  • Follow up with clients to check in, maintain and develop the client relationship and follow up regarding Advisor recommendations to client.
  • Receive client trade instructions and work with Advisors on implementation.
  • Process client transactions on Thompson ONE Brokerage Platform.
  • Update client database with all client communication and activities.


Qualifications

  • Bachelor's degree or equivalent work experience.
  • Active Series 7 and Series 66 licenses (or planning to obtain licenses within 6 months)
  • Prior experience working with a broker/dealer, financial advisor, mortgage, or banking industry in a customer/client support, paraplanner or related role.
  • Strong attention to detail, organizational abilities, and time management skills.
  • Ability to work independently and as part of a team in a fast-paced, goal-oriented environment.


Compensation and Benefits

  • Competitive compensation DOE (hourly) and eligible for overtime.
  • Comprehensive benefits and retirement package including medical, dental and vision insurance, 401k with profit share, vacation, and sick time.
  • Performance based bonus opportunity.
  • Flexibility to elect a modified 9/80 work schedule to receive every other Friday off work.
  • Covered costs for licensing and continuing education towards your training and development goals.


Why Choose WGG

  • Reputation: For over twenty years, we have been helping clients protect their wealth. We have an established track-record of stability and success where you can apply your skills in a place you love to work and help make a difference.
  • Growth Opportunities: We focus on the professional growth and development of every team member, creating opportunities to expand your knowledge and grow your career.
  • Career Development and Education: In addition to nationwide trainings, we offer in-office learnings and professional development to grow your knowledge and skill base.
  • Comradery– Work alongside a large team where you can learn from seasoned Advisor mentors and grow with a variety of professionals.
  • Community Focused – We are passionately committed to giving back to the local community through our donations, sponsorships, event participation, and board positions with a variety of local charitable organizations.


If you're looking to grow your career in financial planning and make a tangible impact within a supportive team, we encourage you to apply.

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