Financial Planning Assistant

7 days ago


Plano, Texas, United States SFMG Wealth Advisors Full time
Paraplanner Job Description

At SFMG Wealth Advisors, we are seeking a highly motivated and detail-oriented Paraplanner to join our Financial Planning team. As a Paraplanner, you will play a critical role in supporting our Lead Planners and Advisors in developing comprehensive financial plans for our clients.

Key Responsibilities:
  • Develop a general understanding of our firm's platforms, including CRM, Portfolio Management software, and financial planning tools.
  • Learn and follow our firm's processes and procedures.
  • Enter data for new financial plans or plan updates in eMoney.
  • Prepare client review materials and financial planning reports.
  • Assist with follow-up items from client meetings, client projects, and team projects.
  • Provide support to Lead Planners and Advisors.
  • Develop skills to present financial plans to Planners and Advisors.
  • Assist Planners in developing recommended strategies or solutions for achieving client goals and objectives.
Requirements:
  • Bachelor's degree in a related field, such as Financial Planning, Finance, or Accounting.
  • 0-2 years of experience in a related field.
  • Preferred but not required: Microsoft Office Suite skills.
What We Offer:
  • Competitive compensation based on experience.
  • Strong benefits package, including health insurance, dental insurance, and 401(k) with match.
  • Opportunities for professional growth and development.

If you are a motivated and detail-oriented individual who is passionate about financial planning, we encourage you to apply for this exciting opportunity. Please submit a cover letter and resume in Word or PDF format, and include your three most defining characteristics or attributes in your cover letter.



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