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Job Category : | Business |
Company Name: | Strategic Sourcing |
Position Name: | Paraplanner |
Location : | Strategic Sourcing in Garland, TX 75044 |
Job Description : | Financial ParaplannerNorth Texas Wealth ManagementWe are seeking an entry level financial planner for our wealth management firm. The ideal candidate is one who is ready to launch and grow a career in financial planning. Such an individual will enjoy working in a team-oriented firm; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience for developing a financial planning career. This position will best suit someone that is eager to learn, has a passion for finance, is both personable and professional, and holds in high regards serving clients in a fiduciary capacity.ResponsibilitiesThis individual will provide administrative support to and assist the CERTIFIED FINANCIAL PLANNER™ as they meet with clients, set up their financial plan, implement proposed strategies and provide ongoing account reviews.Primary Responsibilities (including, but not limited to):Manage scheduling and calendar eventsOrganize and schedule appoints with prospects and clientsAttend prospect and client meetings with the CFP™ and take detailed notesAssist in creating financial plansAssist with analysis, rebalancing, and administration of client investment portfoliosData entry to facilitate client on boarding and financial plan creationProvide support for processing client service needs, delivering a high level of serviceAssist with the creation and implementation of workflows and procedures to improve efficiency and enhance client experience.QualificationsRequired:Excellent organizational skills, attention to detail, and the ability to prioritizeDedicated to customer service and ability to identify, meet and follow through with clients needsExcellent project management skillsAbility to work individually and as part of a teamPositive attitudeStrong verbal and written communication skillsStrong analytical skillsBachelors degreePreferredExperience dealing with clientsExperience with Client Relationship Management toolsExperience in the financial services industrySecurities registrations (Series 7 and/or 66)About our companyNorth Texas Wealth Management has consistently been in the Top 50 Advisors for LPL Financial (LPL Financial is one of the nations leading financial services companies and a publicly traded company under ticker symbol LPLA.) Our culture is team-oriented and has been described as “top of class” as we have a positive team environment with incentives, competitive benefits and industry leading technology. Our CERTIFIED FINANCIAL PLANNER™ professionals create and implement customized financial plans for individuals through investment management, income strategies, and tax planning. Our clients benefit from our expertise in understanding their employer-provided 401(k) and pension plans and how to integrate them into an optimal distribution plan.Job Type: Full-timePay: $50,000.00 – $70,000.00 per yearBenefits:401(k)Dental insuranceHealth insuranceLife insurancePaid time offProfessional development assistanceRetirement planTuition reimbursementVision insurancePhysical Setting:OfficeSchedule:Monday to FridaySupplemental Pay:Bonus payAbility to commute/relocate:Garland, TX 75044: Reliably commute or planning to relocate before starting work (Required)Education:Bachelor’s (Required)Experience:Financial planning: 1 year (Preferred)License/Certification:Series 7 or 66 (Preferred)Work Location: One location |
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