Paraplanner

Jambalaya Group; Little Rock (AR); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Health/dental/vision coverage

Paid time off (PTO)

Annual bonus opportunity

10 paid holidays

Job summary

Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service.

Based in Little Rock, AR, this on-site position offers a stable full-time schedule with opportunities to advance within our wealth advisory team and to contribute to client satisfaction through

Qualifications

• Bachelor's degree required.
• Series 7 and 66 (or 63/65) licensure required.
• Excellent communication and client service skills.
• Strong attention to detail and organization.
• Proficiency with Microsoft Office Suite.
• Ability to multi-task in a fast-paced environment.
• High integrity and confidentiality.
• Minimum of 3 years experience in the financial planning or wealth advisory industry.

Responsibilities

• Build and maintain professional client relationships.
• Prepare financial plans and conduct investment research.
• Complete trades and prepare client meeting materials.
• Coordinate new business paperwork and transfers.

Skills

Excellent communication

Client service

Organization

Attention to detail

Multi-tasking

Discretion/ confidentiality

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Small Wealth Management — Little Rock, AR

Full-time | On-site

About The Role

Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service.

What You'll Do

Client Service & Relationship Management

• Build and maintain professional relationships with clients
• Handle account inquiries and elevate as needed
• Serve as a primary point of contact for advisor and client communications

Paraplanning & Advisor Support

• Prepare financial plans and conduct investment research
• Complete trades and transactions accurately
• Prepare agendas, reports, forms, and documentation for client meetings
• Maintain Salesforce notes and client follow-up tasks

Operations & Workflow Management

• Prepare and submit new business paperwork
• Coordinate transfers, rollovers, wires, and deposits
• Maintain documentation within CRM and workflow systems

Administrative Support

• Process expense reports and prepare client correspondence
• Scan, organize, and maintain digital files
• Support advisors with office tasks and projects

Requirements

Qualifications

• Bachelor's degree
• Series 7 and 66 (or 63/65)
• Excellent communication and client service skills
• Strong attention to detail and organization
• Proficiency with Microsoft Office Suite
• Ability to multi-task in a fast-paced environment
• High integrity and confidentiality
• Minimum of 3 years experience in the financial planning or wealth advisory industry

Who Succeeds In This Role

• Dependable, proactive, and service-minded
• Detail-oriented with strong accuracy
• Excellent communicator and team collaborator
• Organized and able to handle multiple tasks
• Motivated by helping clients achieve clarity and confidence

About Small Wealth Management

Since 1999, Small Wealth Management has been driven by a commitment to empower clients to understand, achieve, and maintain financial independence with confidence and clarity. Our legacy is helping build yours.

Small Wealth Management is an equal opportunity employer.

Benefits

• Salary: $65,000-$85,000 per year
• Schedule: Monday-Friday, 8am-5pm
• Work Location: Onsite
• Benefits: 401(k) with contribution, health/dental/vision, PTO, bonus opportunity, and 10 paid holidays.