Paraplanner & Client Service Associate — Growth Role

Key Wealth Management; Scottsdale (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary based on experience

Bonus opportunities

Retirement plan benefits (401k)

Collaborative and growth-oriented environment

Job summary

Key Wealth Management is seeking a highly organized and detail-oriented Paraplanner / Client Service Associate in Scottsdale, Arizona. This role involves providing exceptional client service, managing advisor calendars, and preparing financial planning documents.

The ideal candidate thrives in a fast-paced environment, is proactive, and has a passion for helping others. Experience in financial services and proficiency with CRM systems are preferred.

Competitive salary and bonus opportunities available within a collaborative work culture.

Qualifications

• Strong communicator with a warm, professional presence.
• Proactive and resourceful, able to manage multiple priorities.
• Interest in pursuing financial planning education.

Responsibilities

• Serve as a warm point of contact for clients.
• Schedule meetings and manage advisor calendars.
• Prepare financial planning documents and meeting prep.
• Coordinate client events and maintain office organization.

Skills

Organizational skills

Communication

Proactivity

Attention to detail

Technology proficiency

Education

Experience in financial services

CFP® or related qualifications

Tools

CRM systems

Microsoft Office

Job description

Key Wealth Management is seeking a highly organized and detail-oriented Paraplanner / Client Service Associate in Scottsdale, Arizona. This role involves providing exceptional client service, managing advisor calendars, and preparing financial planning documents.

The ideal candidate thrives in a fast-paced environment, is proactive, and has a passion for helping others. Experience in financial services and proficiency with CRM systems are preferred.

Competitive salary and bonus opportunities available within a collaborative work culture.