Join Our Team at Balanced Wealth Management: Your Path to Growth!

About Us:

Balanced Wealth Management is dedicated to empowering clients through exceptional financial planning and investment strategies. We're on the lookout for a highly organized and client-focused Paraplanner to join our team. This role offers a unique opportunity to build a rewarding career with clear pathways to becoming an Associate Financial Advisor or Financial Advisor for those who excel in delivering outstanding service and demonstrating professional growth.

Compensation: $60,000 + Bonus Opportunities

Your Key Responsibilities

• Serve as the first point of contact for client inquiries, ensuring professional and prompt communication.
• Execute trades and prepare customized meeting materials under advisor guidance.
• Oversee account management tasks, including documentation and updates.
• Facilitate seamless client onboarding and maintain well-organized client files.
• Prepare for client meetings by assembling reports and following through on actionable items.
• Conduct financial research and provide comparative analyses to identify optimal solutions.
• Input and manage data for financial plans and investment reports.

What We're Looking For

Required Qualifications:

• 2+ years of experience in the Financial Services industry.
• Solid knowledge of financial planning, portfolio management, and financial products.
• Strong organizational skills with the ability to prioritize tasks effectively.
• Excellent communication abilities and a commitment to maintaining client confidentiality.
• Proficiency with Microsoft Office Suite, CRM systems, and financial planning software.

Preferred Qualifications:

• Bachelor’s degree in a related field.
• Life, Accident, and Health Insurance License.
• Active FINRA Securities Registrations (preferred)

Join Us in Making a Difference

Balanced Wealth Management values diversity and is committed to creating an inclusive environment for all employees. We welcome applicants of all backgrounds and experiences to apply.

Take the Next Step:

If you're ready to grow your career and make an impact, apply now at balancedwealth.com .

Be a part of something bigger—your future starts here!