Paraplanner - Strong Comp./Full Benefits/Top Workplace/RIA

Job description

Perfect for the Service-Minded Wealth Professional…

This is an exceptional opportunity for someone experienced in the wealth planning field that prefers to focus on operational and service excellence instead of being a rainmaker. Follow your true passion and be rewarded with an attractive starting salary and significant advancement opportunity based upon your operational/service contribution.

Who you are… (Ideal Profile & Background)

• You have enough experience in the financial planning industry to know that you love helping clients achieve their dreams with a holistic approach, but you would prefer to support and partner with a very strong wealth advisory team and focus on service excellence versus being a rainmaker.
• You may have gained your experience as a Wealth Advisor, Paraplanner or Operations Manager in an RIA, or been an Analyst or Portfolio Manager in an investment firm, or a Wealth Manager/Private Banker within banking.
• You have a client-focused, ownership mentality with excellent communication skills, high follow-through and process orientation with a desire to continually learn and provide clients with an exceptional experience.

Who we are… (Culture & Philosophy)

• Southwestern Investment Group is a top workplace award winner in 2020 and 2021, a top 100 RIA in the country and rapidly growing with a "Humble. Hungry. Smart." culture that's very caring, entrepreneurial, and collaborative.
• Our Omaha leader has been named Forbes' Best-In-State Next-Gen Wealth Advisor and has served on the Raymond James Executive Council. He is known as an excellent player's coach type leader.
• Southwestern Investment Group is large enough to provide significant resources but small enough that you can really have an impact, make a difference, and become a high-level partner.

Qualifications

• Prefer 5+ years' experience in financial planning industry, CFP ideal, with a solid track record of bringing value as a strategic partner.
• Series 7, Series 66, and insurance license or obtain within 2 months of hire.
• Strong ability to compute financial calculations.
• Tech savvy with MS Suite and preferably experience with financial planning software (MoneyGuide Pro, eMoney, etc.).
• Client-focused, ownership mentality with excellent communication skills, high follow-through, a desire to continually learn, and provide clients an exceptional experience.
• Bachelor's degree required, preferably in Finance or related field.

Key Functions

• Attend client meetings with lead Financial Advisor, help document notes, and follow through on action items.
• Help prepare for client meetings by completing financial planning research/analysis and developing financial plans.
• Daily interaction with clients to address questions and educate them on how to achieve their financial goals.
• Strengthen client relationships by following-through on communications and keeping track of planning items across entire book of clients.
• Take an active role in enhancing our systems and processes to improve efficiencies and enhance the client experience.

Rewards

• Strong Compensation Package - Attractive starting salary with significant advancement opportunity based upon contribution.
• Excellent Benefits - Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation/Holidays and more…
• Client Engagement - You will build some genuinely special relationships and have a profound impact on their lives.
• High Performance Culture - Led by servant-leaders, our motto is "Hungry. Humble. Smart."
• Community Involvement - We're passionate about supporting our community with each office choosing a charity/cause to champion.

*Please apply through here. Please DO NOT call, email, or drop by to share your resume.

*No recruiter inquiries will be accepted.

PI