Wealth Planning Associate | Paraplanner

Waller & Wax Advisors Inc.

Tampa (FL)

On-site

USD 65,000 - 85,000

Full time

10 days ago

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Job summary

Waller & Wax Advisors Inc. in Tampa, FL is seeking a Paraplanner / Wealth Planning Associate to join our team.

This role supports the financial planning process by organizing and analyzing client information, preparing planning recommendations, and maintaining accurate data to help advisors deliver high-quality planning experiences. You will work closely with financial advisors and relationship managers to develop, prepare, and implement comprehensive financial plans, with opportunities for

Qualifications

Bachelor's degree in financial planning, finance, economics, accounting, business, or a related field.
3+ years of experience in financial planning, wealth management, investment services, or a related financial services role preferred.
Knowledge of financial planning concepts, including retirement planning, investments, taxation, estate planning, and cash-flow analysis.
Strong analytical and problem-solving skills.
Exceptional attention to detail and commitment to accuracy.
Strong written and verbal communication skills.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Comfort learning across multiple technology platforms.
Ability to handle confidential client information with professionalism and discretion.
Series 7 and 66 licenses.

Responsibilities

Assist advisors in preparing comprehensive financial plans and client recommendations.
Gather, organize, and analyze client financial information, including assets, liabilities, income, expenses, insurance, estate planning information, and retirement benefits.
Prepare retirement, cash flow, tax-planning, education, insurance, and estate-planning analyses.
Assist with scenario modeling and evaluate alternative planning strategies.
Update financial plans as client circumstances, goals, or assumptions change.
Identify missing information, planning opportunities, and areas requiring additional advisor review.
Assist with tax-planning analysis and coordination using financial planning technology.
Maintain accurate client data across financial planning and CRM systems.
Prepare financial planning materials, reports, presentations, and supporting documentation for client meetings.
Review client information prior to meetings to identify outstanding items or planning opportunities.
Partner with advisors and relationship managers to ensure meetings are thoroughly prepared.
Document planning recommendations and assist with post-meeting follow-up.
Track planning-related action items through completion.
Help ensure client records and planning information remain current and complete.
Serve as a planning resource for advisors and other members of the client service team.
Research financial planning questions and strategies as requested by advisors.
Assist with implementation and follow-through on approved financial planning recommendations.
Coordinate with clients’ outside professionals, including CPAs and estate planning attorneys, when appropriate.
Participate in client meetings as experience and responsibilities grow.
Help create consistent, proactive, and high-quality planning experience for clients.