Paraplanner for Growth - Financial Planning & Data

Trianglefsinc; West Des Moines (IA); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Flexible schedule

Healthcare reimbursement

Retirement

Life insurance

Professional development

Charity matching

Paid time off

Job summary

Triangle Financial Services, Inc. in West Des Moines, IA, is hiring a Paraplanner to join our team of financial advisors. You will support the planning process, maintain client data, and help deliver high-quality financial plans and client care.

The ideal candidate has 2-3 years of experience in a financial planning firm and a proactive, collaborative approach. You’ll manage tasks to completion, contribute to process improvements, and uphold excellent service standards.

Qualifications

• Bachelor’s Degree preferred; 2-3 years of experience with a financial planning firm.
• Licenses: Series 6 or 7; Series 63 or 66; Life and Health a plus, or ability to obtain within 3–6 months.
• Proficiency with MS Office and Redtail CRM.
• Customer service experience handling client questions and resolving problems.
• Strong time management and interpersonal communication skills.
• Ability to collaborate in a team and work independently.

Responsibilities

• Guard client data; keep CRM and financial systems up-to-date for accurate client information.
• Prepare financial plans and client reviews with data and documents to create scenarios and analyses.
• Support planning team by verifying data for financial, investment, and tax planning; coordinate to gather information.
• Support advisors with investment allocations and market updates; review and recommend allocations.
• Contact for client maintenance issues on accounts (distributions, claims, tax withholding, trades).
• Participate in weekly team planning meetings and report progress.
• Assist in client plan implementation; review paperwork for accuracy and timely completion.
• Meet personal KPIs for quality, efficiency, and timelines; help meet client service standards.
• Support business growth, marketing, events, newsletters, prospecting.

Skills

Customer service

Communication

Time management

Teamwork

Problem solving

Adaptability

Education

Bachelor’s Degree preferred

Tools

MS Office

Redtail CRM

Job description

Triangle Financial Services, Inc. in West Des Moines, IA, is hiring a Paraplanner to join our team of financial advisors. You will support the planning process, maintain client data, and help deliver high-quality financial plans and client care.

The ideal candidate has 2-3 years of experience in a financial planning firm and a proactive, collaborative approach. You’ll manage tasks to completion, contribute to process improvements, and uphold excellent service standards.