Wealth Paraplanner: Client Service & Planning Support

Quotient Wealth Partners; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Comprehensive health, dental, and vision insurance

Paid time off and holidays

Retirement plan with company match

Job summary

A financial advisory firm seeks a Paraplanner to enhance client relationships through exceptional support and service delivery. This role requires strong communication skills and 3+ years in financial services. Responsibilities include collaborating with the Wealth Advisor and internal teams, onboarding new clients, and ensuring compliance with policies. Comprehensive benefits include health insurance and a retirement plan with company match. Join a dedicated team committed to helping individuals achieve their financial goals.

Qualifications

• Strong competency in client-facing roles within financial services.
• Preferred: 3+ years of experience in client-facing roles.
• Professional certifications (CFP®, CFA®) are a plus.

Responsibilities

• Partner closely with the Wealth Advisor for client service delivery.
• Provide accurate responses to client inquiries.
• Support onboarding of new clients.
• Identify opportunities to enhance client relationships.
• Collaborate with internal teams for financial solutions.
• Maintain detailed client interaction records.
• Ensure compliance with firm policies.

Skills

Strong verbal communication skills

Proficiency in Microsoft Outlook

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Interpersonal communication skills

Organizational skills

Multi-tasking skills

Creative problem-solving

Education

Bachelor’s degree in business, finance, or related field

Job description

A financial advisory firm seeks a Paraplanner to enhance client relationships through exceptional support and service delivery. This role requires strong communication skills and 3+ years in financial services. Responsibilities include collaborating with the Wealth Advisor and internal teams, onboarding new clients, and ensuring compliance with policies. Comprehensive benefits include health insurance and a retirement plan with company match. Join a dedicated team committed to helping individuals achieve their financial goals.