Paraplanner

About the job Paraplanner


Arkansas Talent Group is partnering with a highly respected private wealth advisory firm recognized by Forbes to find a Paraplanner in Little Rock, AR . This role offers an exciting opportunity to join a growing firm and build a long-term career in wealth management. The ideal candidate is detail-oriented, growth-minded, and passionate about financial planning, with opportunities to develop into either client-facing/advisory or operations-focused roles as the firm continues to grow.

• Build and maintain client relationships by addressing inquiries and supporting financial advisors
• Assist in preparing financial plans
• Facilitate fund transfers, execute trades, and process transactions efficiently
• Organize client meetings, including scheduling, documentation, and updating Salesforce
• Ensure accurate completion and submission of new business paperwork, including compliance and tracking
• Address account inquiries and escalate issues to financial advisors when necessary
• Adhere to compliance standards and maintain confidentiality
• Provide general administrative support, including handling calls, processing expense reports, and document management

• Bachelor's degree preferred, ideally in a finance-related discipline
• 3+ years related experience
• Series 7 licensed, preferred
• Series 66 license, preferred (or Series 63 and Series 65 in lieu of Series 66)
• Excellent analytical and problem-solving skills
• Strong attention to detail and ability to work in a fast-paced environment
• Exceptional written and verbal communication skills

• Competitive compensation, plus uncapped bonus opportunity
• Comprehensive health, dental, and vision insurance
• 401(k) Safe Harbor plan and profit share
• Paid time off (PTO)