Entry-Level Paraplanner: Wealth Management Support

People People; Lenexa (KS); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Profit sharing plan

CFP exam reimbursement

Paid personal days

Holidays

Paraplanner career development

Job summary

BCWM is seeking a motivated, detail-oriented Entry-Level Paraplanner to join our Wealth Management team. This position is an excellent opportunity for a recent college graduate or early-career professional who is interested in building a career in wealth management and financial planning.

The Paraplanner provides technical, analytical, and operational support to our Wealth Advisors, with a primary focus on preparing and maintaining comprehensive Wealth Management Reviews for existing and

Qualifications

• Bachelor's degree required or expected, preferably in Finance, Financial Planning, Accounting, Economics, Business, Mathematics, or related field.
• Recent graduates encouraged to apply and limited professional experience acceptable.
• 0–2 years of professional experience preferred; wealth management exposure is a plus.

Responsibilities

• Prepare and maintain Wealth Management Reviews for existing and prospective clients.
• Gather and organize financial information and prepare reports and planning analyses.
• Maintain client records and assist in client meeting preparation and follow-up.
• Support Wealth Advisors with meetings and post-meeting follow-up without providing advice.

Skills

Analytical skills

Attention to detail

Organizational skills

Written communication

Verbal communication

Teamwork

Initiative

Discretion with confidential info

Education

Bachelor's degree required or expected

Tools

Microsoft Office

Schwab Advisor Center

Tamarac

Advisor Engine

Adobe Acrobat

ModestSpark

Job description

BCWM is seeking a motivated, detail-oriented Entry-Level Paraplanner to join our Wealth Management team. This position is an excellent opportunity for a recent college graduate or early-career professional who is interested in building a career in wealth management and financial planning.

The Paraplanner provides technical, analytical, and operational support to our Wealth Advisors, with a primary focus on preparing and maintaining comprehensive Wealth Management Reviews for existing and