Financial Services Representative/Paraplanner
2 months ago
We are an independent financial planning firm dedicated to providing exceptional service to our clients. As a highly motivated and self-driven individual, you will have the opportunity to make a meaningful impact in the lives of our clients.
Job SummaryWe are seeking a skilled and detail-oriented Financial Services Representative/Paraplanner to join our team. In this role, you will be responsible for maintaining ongoing relationships with existing clients, processing new account paperwork, and responding to client inquiries.
Key Responsibilities- Maintain ongoing relationships with existing clients to ensure their financial planning needs are met.
- Process new account paperwork, including distributions, Roth conversions, and other transactions.
- Respond to client inquiries in a timely and professional manner.
- Schedule meetings with clients to discuss their financial planning needs.
- Assist clients with website access, password resets, and other technical issues.
- Prepare for and follow up on client meetings to ensure their needs are met.
- Responsible for meeting compliance requirements and adhering to industry regulations.
- Assist with administrative and marketing duties to support the growth of our firm.
- Potential to become a financial advisor with additional training and experience.
- Bachelor's Degree preferred.
- Active 7, 63, and 65, or Series 7 and 66 licenses preferred.
- Texas Insurance License ideal.
- 3 years or more experience in financial services.
- Excellent written and oral communication skills.
- Ability to prioritize tasks and meet deadlines.
- Strong client service orientation.
- Outgoing, friendly personality a plus.
- Familiarity with NFS, Redtail, and Emoney a plus.
We offer a competitive salary range of $50,000 - $75,000 depending on skill and experience. Additionally, we provide:
- 100% employer-paid health and dental insurance.
- 401(k) with match.
- Profit Sharing Plan.
- Discretionary Quarterly Bonus.
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