The paraplanner/associate advisor role will work directly with the founder to support day-to-day client planning, case preparation, application processing, retirement income planning, and ongoing client relationship management. This individual will play a critical role in streamlining operations while allowing the founder to spend more time meeting with clients and continuing to grow the practice.
This is not intended to be a pure back-office role. The ideal candidate will eventually become client-facing, participate in client meetings and reviews, help manage investment and retirement planning relationships, and potentially grow into a larger advisory role over time.
The firm is seeking someone personable, driven, organized, and highly trustworthy. Cultural fit and genuine care for clients are considered just as important as technical experience
What you’ll do:
Prepare retirement income illustrations, annuity proposals, and planning presentations
Assist with holistic retirement planning conversations, including income planning, tax planning, Roth conversion analysis, healthcare planning, and legacy planning
Coordinate planning resources through Advisor Excel and related planning partners
Assist with fixed and fixed indexed annuity case design and implementation
Participate in all client meetings and annual reviews
Build strong relationships with multi-generational clients
Process applications and service paperwork accurately and efficiently
Coordinate transfers, rollovers, and in-service rollover paperwork
Maintain CRM workflows and documentation within Salesforce/Advisor Engine
Assist with educational workshops and client appreciation events
Support the firm's Legacy Learning Center educational programs
What We’re Looking For:
Series 65 License
Life and health Insurance
Experience within financial services, insurance, wealth management, banking or retirement planning
Experience working with retirement planning ot annuity products preferred
High attention to detail and follow-through
Professional and relationship-oriented demeanor
Pay & Perks:
$22-$26/hr + discretionary bonus throughout the year
Health, Dental, Vision, Critical Illness, Accident, Short & Long-term disability, Legal Shield & Long-term care
PTO
401k & 401k Roth
Mentorship opportunity with founder
Schedule:
Monday-Friday, 8:30 am-5:00 pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
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