Financial Paraplanner

Ashton Thomas Private Wealth is a rapidly growing Registered Investment Advisor (RIA) seeking a skilled Wealth Paraplanner to join our team. Our firm specializes in providing sophisticated investment management and wealth planning solutions to high-net worth individuals, families, business owners, and corporate executives.

We value our people and strive to create a collaborative and supportive work environment. Our wealth advisors work closely with clients to help them achieve their financial goals and objectives.

• Deliver a range of wealth planning initiatives in partnership with senior Wealth Advisors and their clients and prospects.
• Liaise with our financial planning, operations, marketing, tax, and investment management teams to successfully deliver daily initiatives and solutions.
• Prepare and review meeting materials for client meetings, including understanding and interpreting various planning documents.
• Resolve basic to intermediate wealth, financial, and tax planning questions, including researching answers and connecting with other department professionals.
• Input planning data in planning software and client relationship management (CRM) software.
• Maintain capital market assumptions and review process in conjunction with the investment management team.

• 5 to 10+ years of financial planning or investment management experience.
• Certified Financial Planner (CFP) or Financial Paraplanner Qualified Professional (FPQP) designation strongly preferred.
• Bachelor's degree in Business, Finance, Economics, or Math.
• Excellent wealth planning skills, knowledge, and experience.
• Ability to communicate complexity in a simplified manner while maintaining the integrity of the underlying wealth planning principles.
• Detail-oriented with superior organizational skills combined with the ability to effectively navigate competing priorities.
• Strong computer skills, financial planning software experience, and knowledge of Microsoft 365 products.
• Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity.
• Exceptional interpersonal skills, collaborative, and able to work effectively in a team environment.
• Self-starter with a high level of urgency and personal accountability.
• Excellent verbal, written, and presentation skills.
• Broker/Dealer experience and insurance knowledge an asset.
• Series Licenses Preferred (Series 7, Series 63, Series 65).

• 401(k) with matching.
• Dental insurance.
• Flexible schedule.
• Health insurance.
• Life insurance.
• Paid time off.
• Referral program.
• Retirement plan.
• Vision insurance.

Monday to Friday schedule.

Relocation to Tucson, AZ required before starting work.