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Financial Paraplanner

Little Rock, Arkansas
Top Little Rock financial firm seeking a Financial Paraplanner to support the financial advisors through client engagement and planning support. Recent college grads welcome - lots of room for growth!

Job Duties:
  • Actively participate in all assigned Advisor client meetings
  • Actively document all notes and action items during client meetings and ensure all commitments made by the Advisor are being completed in a timely manner
  • Review task assignments for each client and work directly with team members to ensure all follow-up and action items as a result of client meetings are documented in CRM and completed within the specified time frame
  • Under the direct oversight of the Advisor, actively engage in Team meetings, providing recommendations and feedback relative to the client’s financial plan as appropriate
  • Review financial statements, develop meeting agenda formats, create presentations, case documentation and deliverables for all assigned clients
  • Manage all documentation utilizing client documentation standards
  • Engage and prepare client onboarding requirements with financial planning software
  • Update CRM with client data and work through client process

Requirements:
  • Bachelor's Degree in Finance, Accounting or related
  • Series 65 a plus - will assist the right candidate to obtain
  • In-depth understanding of time value of money: present value, future value, annuity payments, internal rate of return and compounding interest
  • Experience with Securities, Financial Planning, Investments and Insurance preferred
  • Experience working with various Custodian Platforms (Fidelity, Schwab, TD, etc.) preferred
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