Please scroll down, To apply

Financial Planning Associate/Paraplanner

hiring now

FullCircle Wealth

2021-12-04 08:30:03

Job location Dallas, Texas, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Do you have an appreciation for entrepreneurs, a passion for Financial Planning and Wealth Management and desire making an impact in a growing organization?

A Paraplanner is a junior member of a financial planning team. They are responsible for collating documents from clients and completing the baseline, non-customer-facing work for a financial planning session.

This is a unique opportunity to join a high growth team that focuses on doing what is right for our business owner clients through wealth planning. As a Paraplanner you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity.

The Opportunity

  • Provide daily support to the Planning Team, conducting financial planning research and assisting in the preparation of customized comprehensive financial plans and portfolios for clients
  • Gather client data to determine clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop comprehensive financial plans
  • Input client data and prepare preliminary financial planning recommendations and initial product solutions for clients, and in support of our business development efforts
  • Prepare charts, graphs and other visual aids to be used in client presentations
  • Understand the major financial planning components
  • Coordinate client service needs with internal and external team members
  • Memorialize client meetings and provide support to the overall client experience
  • Manage the capacity of the planning team and conduct scheduling of client meetings and activities
  • Stay current on products, services and regulations that could impact our clients

Our ideal candidate will possess the following:

  • A foundational knowledge of key financial, investment and risk management concepts
  • A passion to help clients achieve their goals
  • Demonstrated analytical and problem-solving skills
  • Exceptionally Strong attention to detail, and exceptional follow through
  • Outstanding communication and relationship building skills
  • Excellent project management skills with ability to prioritize and track multiple tasks
  • Bachelor's degree, preferably with a concentration in Business, Economics or Financial Planning
  • Previous experience within a Financial Planning role including hands-on use of FINTECH software
  • Financial planning: 1 year (Preferred)
  • FINRA License (Preferred)

Physical Setting:

  • Office

Schedule:

  • Monday to Friday

Work Remotely:

  • No

Job Type: Full-time

Pay: From $45,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off

Physical Setting:

  • Office

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Bonus pay

Ability to commute/relocate:

  • Dallas, TX 75248: Reliably commute or planning to relocate before starting work (Preferred)

Education:

  • High school or equivalent (Required)

Experience:

  • Financial planning: 1 year (Preferred)

License/Certification:

  • CFP (Preferred)
  • Series 66, 65, 7 or 6 license (Preferred)

Work Location: One location

Inform a friend!

Top