Paraplanner - Richland, WA

Advisors Excel, LLC; Richland (WA); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Health benefits

PTO

401k plan (Roth 401k)

Disability insurance

Legal Shield

Long-term care

Job summary

Advisors Excel, LLC in Washington is seeking a paraplanner/associate advisor to work with the founder on day-to-day client planning, case prep, retirement income planning, and client relationship management. This role focuses on supporting operations while enabling more client meetings and growth of the practice.

Ideal candidates will be personable, organized, trustworthy, with experience in financial services or retirement planning.

Qualifications

• Series 65 license required.
• Experience in financial services or retirement planning preferred.
• Strong attention to detail and follow-through.
• Professional and relationship-oriented demeanor.

Responsibilities

• Prepare retirement income illustrations, annuity proposals, and planning presentations.
• Assist with holistic retirement planning conversations, including income planning, tax planning, Roth conversion analysis, healthcare planning, and legacy planning.
• Coordinate planning resources through Advisor Excel and related planning partners.
• Assist with fixed and fixed indexed annuity case design and implementation.
• Participate in client meetings and annual reviews.
• Build strong relationships with multi-generational clients.
• Process applications and service paperwork accurately and efficiently.
• Coordinate transfers, rollovers, and in-service rollover paperwork.
• Maintain CRM workflows and documentation within Salesforce/Advisor Engine.
• Assist with educational workshops and client appreciation events.
• Support the firm's Legacy Learning Center educational programs.

Skills

Attention to detail

Client relationships

Financial services

Communication

Organization

Education

Series 65 License

Life and health Insurance

Tools

Salesforce

Advisor Engine

Job description

Overview

The paraplanner/associate advisor role will work directly with the founder to support day-to-day client planning, case preparation, application processing, retirement income planning, and ongoing client relationship management. This individual will play a critical role in streamlining operations while allowing the founder to spend more time meeting with clients and continuing to grow the practice.

This is not intended to be a pure back-office role. The ideal candidate will eventually become client-facing, participate in client meetings and reviews, help manage investment and retirement planning relationships, and potentially grow into a larger advisory role over time.

The firm is seeking someone personable, driven, organized, and highly trustworthy. Cultural fit and genuine care for clients are considered just as important as technical experience

What you’ll do:

• Prepare retirement income illustrations, annuity proposals, and planning presentations
• Assist with holistic retirement planning conversations, including income planning, tax planning, Roth conversion analysis, healthcare planning, and legacy planning
• Coordinate planning resources through Advisor Excel and related planning partners
• Assist with fixed and fixed indexed annuity case design and implementation
• Participate in all client meetings and annual reviews
• Build strong relationships with multi-generational clients
• Process applications and service paperwork accurately and efficiently
• Coordinate transfers, rollovers, and in-service rollover paperwork
• Maintain CRM workflows and documentation within Salesforce/Advisor Engine
• Assist with educational workshops and client appreciation events
• Support the firm's Legacy Learning Center educational programs

What We’re Looking For:

• Series 65 License
• Life and health Insurance
• Experience within financial services, insurance, wealth management, banking or retirement planning
• Experience working with retirement planning ot annuity products preferred
• High attention to detail and follow-through
• Professional and relationship-oriented demeanor
• $22-$26/hr + discretionary bonus throughout the year
• Health, Dental, Vision, Critical Illness, Accident, Short & Long-term disability, Legal Shield & Long-term care
• PTO
• 401k & 401k Roth
• Mentorship opportunity with founder

Schedule

Monday-Friday, 8:30 am-5:00 pm