Paraplanner

Arkansas Talent Group; Little Rock (AR); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) with profit sharing

Paid time off (PTO)

Bonus opportunity

Job summary

Arkansas Talent Group in Little Rock, AR partners with a Forbes-recognized private wealth advisory firm to recruit a Paraplanner. This role offers a path to grow into client-facing or operations-focused positions within wealth management.

The ideal candidate is detail-oriented, growth-minded, and passionate about financial planning, with duties that include supporting advisors, preparing financial plans, and handling scheduling, compliance, and administrative tasks.

Qualifications

• Bachelor's degree in finance or related field is preferred.
• 3+ years of related experience in financial services.
• Series 7 and Series 66 licenses preferred (or Series 63/65 in lieu).
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Attention to detail in a fast-paced environment.

Responsibilities

• Build and maintain client relationships by addressing inquiries and supporting financial advisors
• Assist in preparing financial plans
• Facilitate fund transfers, execute trades, and process transactions efficiently
• Organize client meetings, including scheduling, documentation, and updating Salesforce
• Ensure accurate completion and submission of new business paperwork, including compliance and tracking
• Address account inquiries and escalate issues to financial advisors when necessary
• Adhere to compliance standards and maintain confidentiality
• Provide general administrative support, including handling calls, processing expense reports, and document management

Skills

Analytical skills

Problem solving

Attention to detail

Written and verbal communication

Licensing knowledge

Education

Bachelor's degree preferred

Tools

Salesforce

Job description

Arkansas Talent Group is partnering with a highly respected private wealth advisory firm recognized by Forbes to find a Paraplanner in Little Rock, AR. This role offers an exciting opportunity to join a growing firm and build a long-term career in wealth management. The ideal candidate is detail-oriented, growth-minded, and passionate about financial planning, with opportunities to develop into either client-facing/advisory or operations-focused roles as the firm continues to grow.

Duties will include:

• Build and maintain client relationships by addressing inquiries and supporting financial advisors


• Assist in preparing financial plans


• Facilitate fund transfers, execute trades, and process transactions efficiently


• Organize client meetings, including scheduling, documentation, and updating Salesforce


• Ensure accurate completion and submission of new business paperwork, including compliance and tracking


• Address account inquiries and expand issues to financial advisors when necessary


• Adhere to compliance standards and maintain confidentiality


• Provide general administrative support, including handling calls, processing expense reports, and document management

Ideal candidate will possess

• Bachelor's degree preferred, ideally in a finance-related discipline


• 3+ years related experience


• Series 7 licensed, preferred


• Series 66 license, preferred(or Series 63 and Series 65 in lieu of Series 66)


• Excellent analytical and problem-solving skills


• Strong attention to detail and ability to work in a fast-paced environment


• Exceptional written and verbal communication skills


• Competitive compensation, plus uncapped bonus opportunity


• Comprehensive health, dental, and vision insurance


• 401(k) Safe Harbor plan and profit share


• Paid time off (PTO)