Job Summary

The Paraplanner/Sr. Paraplanner will play a vital role in ensuring client and team satisfaction by addressing financial planning service needs, preparing and participating in client meetings, and completing all complex service requests.  This person’s responsibilities will also include resolving issues, and maintaining strong client relationships. Daily responsibilities will include processing a variety of operational requests such as account onboarding, maintenance, transaction entry, phones, scheduling, and other client and advisor requests.

As a Paraplanner, you will need to be detail-oriented, have excellent written and oral communication skills, and have a proactive approach to client service and helping the team. We are seeking a team member who exemplifies professionalism, a commitment to confidentiality, a helpful attitude, and consistently demonstrates and delivers the highest level of client service. Candidates that fit into our culture enjoy being in a small firm environment, excel at managing the details, and are passionate about helping clients and their teammates. Future growth for a successful candidate will have an opportunity to increase their responsibility and contribute to the firm’s sales and/or operational leadership. 

Skills

• Exceptional interpersonal skills and passion to help clients and teammates
• An aptitude to assess team and client needs
• Outstanding attention to detail, self-motivated, and an ability to prioritize multiple tasks in tight deadlines
• Have a desire to be coachable, collaborative, and curious

·        Excellent written and verbal communication skills

·        Associate or bachelor’s Degree

Responsibilities

• Assist advisor with client onboarding and account opening
• Answer routine client questions, complex client service issues, and service requests
• All client follow up (letters, other items delegated from advisor/partner) Communicate with vendors and process client transactions, and paperwork
• Manage client semi-annual meeting preparation and follow-up
• Sets calendar blocks, tasks and/or Calendly for advisor/lead advisor
• Financial planning data entry
• First-line of defense for Compliance & Client service operations best practices
• Special projects

Pay range of $50,000 - $75,000. Benefits include 401(k), disability insurance, health insurance, vision insurance, and paid time off. 

Who we are

We help clients align their resources with their values. ?We are committed?to putting our clients’ needs first and empowering action. Our aim is to help clients and team members find balance by reducing stress, alleviating worry, and finding opportunities to have fun.

We work primarily with business professionals and retirees. This narrow focus allows us to provide our clients with a unique level of expertise and understanding. We strive to understand every nuance and implication of our client’s lives, ranging from wealth management, tax planning, benefit optimization, and equity compensation. 

We don’t recommend anything to our clients that we don’t live by ourselves. Our core values are central to our process and define everything we do. If you like being part of a team, want to actively participate in a growing firm, and are in perfect alignment with our core values, Balanced Wealth Group, LLC may be a good fit for you. 

Core Values  

·        Always do the right thing 

·        Be helpful 

·        Empower action 

·        Strive for balance 

·        Be generous 

·        Have fun and enjoy life