Paraplanner

Quotient Wealth Partners; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Comprehensive health, dental, and vision insurance

Paid time off and holidays

Retirement plan with company match

Job summary

A financial advisory firm seeks a Paraplanner to enhance client relationships through exceptional support and service delivery. This role requires strong communication skills and 3+ years in financial services. Responsibilities include collaborating with the Wealth Advisor and internal teams, onboarding new clients, and ensuring compliance with policies. Comprehensive benefits include health insurance and a retirement plan with company match. Join a dedicated team committed to helping individuals achieve their financial goals.

Qualifications

• Strong competency in client-facing roles within financial services.
• Preferred: 3+ years of experience in client-facing roles.
• Professional certifications (CFP®, CFA®) are a plus.

Responsibilities

• Partner closely with the Wealth Advisor for client service delivery.
• Provide accurate responses to client inquiries.
• Support onboarding of new clients.
• Identify opportunities to enhance client relationships.
• Collaborate with internal teams for financial solutions.
• Maintain detailed client interaction records.
• Ensure compliance with firm policies.

Skills

Strong verbal communication skills

Proficiency in Microsoft Outlook

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Interpersonal communication skills

Organizational skills

Multi-tasking skills

Creative problem-solving

Education

Bachelor’s degree in business, finance, or related field

Tools

CRM systems

Job description

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The Paraplanner is a client-facing role focused on managing and deepening relationships with individuals and families. While the Wealth Advisor serves as the primary point of contact and lead advisor for clients, the paraplanner plays a critical supporting role in delivering exceptional client service. The paraplanner acts as a trusted resource for clients, ensuring their needs are met with care and efficiency, and collaborates closely with internal teams to support onboarding, operations and communication.

Duties and responsibilities

• Partner closely with the Wealth Advisor, to ensure timely and accurate service delivery across all client needs.
• Provide timely and accurate responses to client inquiries, service requests, and account‑related needs.
• Support onboarding of new clients, including documentation, custodian platform setup, and internal coordination.
• Identify opportunities to enhance client relationships through proactive outreach and personalized service.
• Collaborate with internal teams (advisory, operations, planning) to deliver comprehensive financial solutions.
• Maintain detailed records of client interactions and ensure CRM data is current and accurate.
• Ensure compliance with firm policies and regulatory standards.

Qualifications

• Strong verbal, written, and interpersonal communication skills.
• Strong competency with Microsoft Outlook, Word, and Excel.
• Preferred: Bachelor’s degree in business, finance, or related field.
• Preferred: 3+ years of experience in client‑facing roles within financial services or wealth management.
• Professional certifications (CFP®, CFA®, or similar) are a plus.

Skills and Abilities

• Ability to adapt to a rapidly changing and fast‑paced business and technology environment.
• Energized by being challenged and continuing to learn and develop.
• Ability to work effectively independently and in a team environment.
• Effective organizational, multi‑tasking, and prioritizing skills with a can‑do approach to work.
• Enjoy working autonomously in creative problem solving.
• Competitive salary based on work experience and performance‑based bonuses.
• Comprehensive health, dental, and vision insurance.
• Paid time off and holidays.
• Retirement plan with company match.

About Our Firm

Quotient Wealth Partners is an independent financial advisory firm with offices in Dallas, Houston, San Antonio, Denver and Morristown. We are dedicated to providing comprehensive wealth management services with a strong commitment to excellence and a client‑centric approach. We have established ourselves as trusted, fiduciary partners in helping individuals and businesses achieve their financial goals.

Equal Employment Opportunity

Quotient Wealth Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.