Senior Paraplanner - Client-Focused Wealth Planning (On-Site)

Gilder Search Group; Albuquerque (NM); On-site; USD 90,000 - 110,000; Full time

Job summary

Gilder Search Group in Albuquerque, NM is seeking a Paraplanner to work directly with our Financial Advisors, take notes, create action items from client meetings, and help build and execute personalized plans for each client.

You will onboard and service clients through the planning lifecycle, enter data into our client financial planning software, prepare strategic agendas, and collaborate across the team to ensure timely follow-up and proactive service.

Qualifications

• Bachelor’s degree preferred but not required.
• Series 7 and Series 66/63 + Series 65 required.
• 2+ years in a Paraplanner or Associate Financial Advisor role.
• 3+ years in wealth management.
• Strong understanding of mutual funds, stocks, bonds, annuities, and insurance.
• Experience in tax analysis, retirement planning, and trust and estate planning preferred.
• Excellent written and verbal communication skills.
• Proficiency with common office technologies and ability to learn new systems.
• Proven track record of going above and beyond to support both clients and colleagues.
• Familiarity with NFS, PPS or MoneyGuidePro preferred.
• Intellectual curiosity and passion for our industry.

Responsibilities

• Work directly with Financial Advisors and take notes.
• Help advisors prepare for client meetings and reviews.
• Keep detailed notes of all client conversations and requests.
• Proactively assist advisors in anticipating client needs.
• Enter data into client financial planning software to build plans.
• Build actionable agendas after client meetings and collaborate with the team.
• Create projections regarding retirement and education funding timelines.
• Maintain mutual fund, stock, annuity, and other investment lists.
• Help create newsletters to engage clients and ensure CRM updates.
• Prepare financial and investment projections for clients.
• Consolidate investment research and maintain internal lists.
• Conduct fund research and stay aware of industry trends.
• Onboard new clients, review statements, open accounts, and execute transfers.
• Master policies and procedures while identifying improvements.

Skills

Attention to detail

Communication

Client service

Record-keeping

CRM experience

Financial planning software

Licenses

Education

Bachelor’s degree preferred

Job description

Gilder Search Group in Albuquerque, NM is seeking a Paraplanner to work directly with our Financial Advisors, take notes, create action items from client meetings, and help build and execute personalized plans for each client.

You will onboard and service clients through the planning lifecycle, enter data into our client financial planning software, prepare strategic agendas, and collaborate across the team to ensure timely follow-up and proactive service.