Wealth Planning Paraplanner & Client Support

HEARTLAND FINANCIAL RESOURCE GROUP, INC.; West Des Moines (IA); On-site; USD 70,000 - 95,000; Full time

Job summary

HEARTLAND FINANCIAL RESOURCE GROUP, INC. is seeking a Registered Client Service Paraplanner to support advisors, prepare planning materials, and identify opportunities within the client base.

The role requires MoneyGuidePro expertise and regulatory awareness to ensure compliant service and planning outcomes. You will independently handle complex planning matters, review accounts post-implementation, and assist advisors in adjusting client strategies as needed.

Qualifications

• Active Iowa Insurance License (Life and Health & Accident).
• SIE and Series 7 registration or ability to obtain within 9 months.
• Experience in financial planning, wealth management, client service, or related financial services.
• Strong understanding of financial planning concepts, retirement planning, investments, insurance, and wealth management.
• Experience with MoneyGuidePro or comparable financial planning software preferred.
• Strong analytical, organizational, and problem-solving skills; ability to work independently.
• Ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy.
• Strong written and verbal communication skills.
• Ability to work collaboratively with advisors, clients and internal team members.
• Discretion with confidential client information.

Responsibilities

• Support advisors in preparing, implementing and reviewing client recommendations in a compliant and well-documented manner.
• Assist with gathering, organizing, and maintaining documentation necessary to support financial planning recommendations and client transactions.
• Assist advisors with preparation and follow up for client meetings, reviews, and planning discussions.
• Coordinate follow-up items and ensure recommendations and action items are properly documented and tracked.
• Assist advisors in identifying new sales and planning opportunities within the existing book of business.
• Support firm-wide operational excellence and regulatory alignment.
• Perform other duties as assigned.

Skills

Financial planning

Analytical thinking

Independent work

Communication

Tools

MoneyGuidePro

Job description

HEARTLAND FINANCIAL RESOURCE GROUP, INC. is seeking a Registered Client Service Paraplanner to support advisors, prepare planning materials, and identify opportunities within the client base.

The role requires MoneyGuidePro expertise and regulatory awareness to ensure compliant service and planning outcomes. You will independently handle complex planning matters, review accounts post-implementation, and assist advisors in adjusting client strategies as needed.