Paraplanner

Jambalaya Group; Town of Texas, Fort Worth (WI, TX); Hybrid; USD 60,000 - 73,000; Full time

Benefits offered by this job

Health insurance

Life Insurance

Disability Insurance

Dental & Vision

401(k) with matching

Paid time off

Birthday holiday

Professional development

Job summary

Wisdom Wealth Management in Dallas, TX is seeking an experienced Paraplanner to support our advisory team in delivering comprehensive financial planning. This hybrid position combines in-office collaboration with remote work flexibility, serving clients across multiple states.

The ideal candidate will hold Series 7 and Series 66 licenses, have a strong foundation in financial planning concepts, and demonstrate exceptional organization, communication, and attention to detail while supporting

Qualifications

• Series 7 and Series 66 licenses are required.
• Strong understanding of financial planning concepts and investment operations.
• Excellent organizational and time management skills.
• Attention to detail and strong written/verbal communication.
• Ability to work independently while collaborating with a team.

Responsibilities

• Prepare financial plans and planning recommendations.
• Assist advisors with client meeting preparation and follow-up.
• Prepare and process investment account paperwork.
• Support discretionary trading activities as appropriately licensed.
• Conduct account and portfolio analysis.
• Prepare reports and presentation materials for client meetings.
• Research planning strategies and investment solutions.
• Coordinate client service requests with the advisory and operations teams.
• Maintain accurate client records and documentation.
• Utilize Ameriprise systems and technology to support daily workflow.
• Collaborate with advisors and support staff to ensure efficient practice operations.
• Participate in ongoing process improvements and operational initiatives.

Skills

Financial planning knowledge

Trading support

Organizational skills

Communication

Education

Series 7 & 66 licenses

Bachelor's degree preferred

Tools

Ameriprise systems

Job description

Paraplanner (Hybrid)

Dallas, TX

Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed Paraplanner to join our growing team. This is an exciting opportunity to become part of the foundation of our expanding Dallas presence while working alongside an experienced team serving clients across more than 35 states.

This position is ideal for someone who enjoys financial planning, thrives in a collaborative environment, and is looking for long-term career growth within a stable, team-oriented practice.

What You'll Do

As a Paraplanner, you will work closely with our advisory team to support the financial planning process and help deliver an exceptional client experience. Responsibilities include:

• Prepare financial plans and planning recommendations.
• Assist advisors with client meeting preparation and follow-up.
• Prepare and process investment account paperwork.
• Support discretionary trading activities as appropriately licensed.
• Conduct account and portfolio analysis.
• Prepare reports and presentation materials for client meetings.
• Research planning strategies and investment solutions.
• Coordinate client service requests with the advisory and operations teams.
• Maintain accurate client records and documentation.
• Utilize Ameriprise systems and technology to support daily workflow.
• Collaborate with advisors and support staff to ensure efficient practice operations.
• Participate in ongoing process improvements and operational initiatives.

Why Join Wisdom Wealth Management?

This position offers much more than a traditional paraplanner role. As our Dallas presence continues to grow, you'll have the opportunity to help establish our local footprint while working alongside a highly experienced advisory team serving clients nationwide.

We are committed to developing our team members and believe in promoting from within whenever possible. For the right individual, this position offers long-term career growth and the potential for expanded responsibilities as the practice continues to evolve.

Our Culture

We pride ourselves on creating a collaborative, supportive environment where employees are valued and encouraged to grow professionally.

Our team enjoys:

• A collaborative, team-first culture
• Weekly team meetings and open communication
• Semiannual strategic planning and team-building retreats
• Leadership committed to mentoring and professional development
• Long-tenured employees with very low turnover
• Opportunities to contribute ideas and improve practice operations

Although this position is based in the Dallas area, you'll work closely with our California-based team and become an integral part of our growing organization.

Work Arrangement

This is a hybrid position based in the Dallas, Texas area.

Candidates should be comfortable working independently while also participating in in-person onboarding, training, team meetings, and other collaborative activities as needed. As our Dallas presence grows, this role will become an important part of that expansion.

Join Our Team

If you’re an experienced financial services professional looking to join a stable, growing practice with exceptional leadership, meaningful career growth and a collaborative culture, we'd love to hear from you.

Equal Opportunity Employer

Wisdom Wealth Management is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process. Successful completion is required for employment in accordance with applicable laws.

What We're Looking For

Required Qualifications

• Series 7 and Series 66 licenses
• Previous experience as a Paraplanner, Financial Planning Assistant, or similar wealth management role
• Strong understanding of financial planning concepts, investment operations, and trading support
• Excellent organizational and time management skills
• Exceptional attention to detail
• Strong written and verbal communication skills
• Ability to work independently while collaborating with a highly engaged team

Preferred Qualifications

• Previous Ameriprise Financial experience
• Life & Health Insurance license
• Experience supporting multiple financial advisors
• Bachelor's degree preferred; equivalent industry experience will also be considered

Compensation

• $43.27-$52.88 hourly/non-exempt
• Compensation is based on experience, licensing, and qualifications. Bonus opportunities may also be available.

Benefits

We believe our employees are our greatest asset and offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance.

Our benefits include:

• 100% employer-paid medical insurance for employees
• Company-paid Basic Life Insurance
• Voluntary Short-Term and Long-Term Disability Insurance
• Dental and Vision Reimbursement of up to $2,000 annually for eligible expenses for employees and qualifying family members
• 401(k) Retirement Plan with employer matching contributions and profit-sharing opportunities
• Generous paid time off and paid sick leave
• Paid Birthday Holiday
• Professional development and long-term career growth opportunities

Benefits are subject to eligibility requirements and applicable waiting periods.