Paraplanner (Client Service Representative)

Are you a detail-oriented professional who loves the logic of financial workflows and the reward of a perfectly executed client experience? Do you get energized by organizing the small details that make a big-picture financial plan come to life?

We’re seeking a Paraplanner to join our Paraplanning team. This is a highly collaborative, hands-on role for someone who enjoys the "inner workings" of the financial industry and wants to build a career by supporting both our advisors and our clients with precision and care.

You’ll partner closely with our advisory team to ensure every client meeting is prepared, every action item is tracked, and every inquiry is resolved. Perfect for an ambitious professional eager to master the complexities of the financial industry while contributing to a team that values continuous development and operational excellence

Location: This position is preferably based in Des Moines, IA or Coralville, IA. A hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs.

 Who We Are: Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial planning with professional asset management, tax optimization, and estate strategies, they unify every aspect of a client’s financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans, Financial Integrators uses a collaborative, team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.  

What You’ll Do

Drive Meeting Readiness & Follow-Through

• Prepare comprehensive agendas for client meetings, ensuring advisors have the necessary data and documentation at their fingertips.
• Coordinate and track post-meeting follow-up tasks with high attention to detail.
• Collaborate across internal teams to ensure "action items" move forward seamlessly from concept to completion.

Master Operational Workflows

• Learn the firm’s operational workflows from the ground up, assisting with administrative tasks that keep the practice running smoothly.
• Identify opportunities to improve process efficiency and documentation within the Paraplanning team.

Monitor Account Activity & Cash Flow

• Analyze historical and projected transactions for client review meetings, while managing ongoing cash flow requests and liquidity needs.
• Maintain data integrity and accuracy within our systems to ensure client financial roadmaps remain up to date.

Deliver Exceptional Client Service

• Resolve client inquiries in a timely, professional, and empathetic manner.
• Initiate and track client service requests, managing them through the entire lifecycle to ensure full resolution.
• Serve as a reliable point of contact, ensuring a consistent and professional experience for every individual and family we serve.

Support Team Collaboration & Growth

• Contribute to a supportive team environment by sharing knowledge and assisting colleagues during peak periods.
• Engage in continuous learning to stay current on financial services industry trends and internal compliance requirements.

What’s in it for you? 

We provide a total rewards package focused on your health, family, and financial security. This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO, paid holidays, volunteer time off, and paid parental leave. Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support 

• Bachelor's degree, certification, or equivalent experience
• 0–2 years of experience in the financial services industry
• Strong financial acumen and analytical thinking
• Excellent verbal and written communication skills
• High attention to detail and accuracy
• Ability to work independently and collaboratively within a team
• Strong client service mindset and interpersonal skills
• Organized, proactive, and capable of managing multiple tasks
• Licensing is not required for this role

Physical Requirements:

• Standing or sitting for extended periods of time in an office environment
• Working on a computer for extended periods of time 
• Lifting up to 15 pounds