Paraplanner - Hybrid Dallas WA Wisdom Wealth Management
Overview
Wisdom Wealth Management seeks an experienced licensed Paraplanner to build a strong foundation in Dallas. The role supports financial planning and client experiences across a growing practice. Ideal candidates enjoy financial planning and thrive in collaborative settings. This position offers long-term career growth within a stable team-oriented practice.
What You'll Do12
- 1Prepare financial plans and planning recommendations
- 2Assist advisors with client meeting preparation and follow-up
- 3Process investment account paperwork
- 4Support discretionary trading activities as appropriate
- 5Conduct account and portfolio analysis
- 6Prepare reports and presentation materials for client meetings
- 7Research planning strategies and investment solutions
- 8Coordinate client service requests with advisory and operations teams
- 9Maintain accurate client records and documentation
- 10Utilize Ameriprise systems and technology
- 11Collaborate with advisors and support staff for efficient operations
- 12Participate in process improvements and operational initiatives
Requirements10
- 1Series 7 and Series 66 licenses
- 2Previous experience as a Paraplanner Financial Planning Assistant or similar wealth management role
- 3Strong understanding of financial planning concepts investment operations and trading support
- 4Excellent organizational and time management skills
- 5Exceptional attention to detail
- 6Strong written and verbal communication skills
- 7Ability to work independently while collaborating with a team
- 8Bachelor's degree preferred
- 9Life & Health Insurance license
- 10Experience supporting multiple financial advisors
Salary Insight
$89 - $108k per year
Location
Required Skills
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