Paraplanner: Onsite Wealth Planning & Client Experience

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

Benefits offered by this job

401(k) with contribution

Health/dental/vision insurance

PTO

Bonus opportunity

10 paid holidays

Job summary

Small Wealth Management in Little Rock, AR 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.

Responsibilities include preparing financial plans, conducting investment research, completing trades, and preparing client meeting materials. You will maintain Salesforce notes and assist with office tasks while upholding confidentiality and

Qualifications

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

Responsibilities

• Build and maintain professional relationships with clients and serve as a primary contact for advisor and client communications.
• Prepare financial plans, conduct investment research, and complete trades and transactions accurately.
• Prepare agendas, reports, forms, and documentation for client meetings; maintain Salesforce notes and follow-up tasks.
• Prepare and submit new business paperwork; coordinate transfers, rollovers, wires, and deposits; maintain CRM and workflow documentation.
• Provide administrative support, process expense reports, organize digital files, and assist advisors with office tasks.

Skills

Client service

Communication

Attention to detail

Microsoft Office

Multi-tasking

Integrity

Confidentiality

Education

Bachelor’s degree

Tools

Salesforce

Job description

Small Wealth Management in Little Rock, AR 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.

Responsibilities include preparing financial plans, conducting investment research, completing trades, and preparing client meeting materials. You will maintain Salesforce notes and assist with office tasks while upholding confidentiality and