Paraplanner
$65k - $85kJambalaya Group
Job Description
Job Description
Small Wealth Management — Little Rock, AR
Full-time | On-site
About the Role
Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service.
What You’ll Do
Client Service & Relationship Management
- Build and maintain professional relationships with clients.
- Handle account inquiries and escalate as needed.
- Serve as a primary point of contact for advisor and client communications.
Paraplanning & Advisor Support
- Prepare financial plans and conduct investment research.
- Complete trades and transactions accurately.
- Prepare agendas, reports, forms, and documentation for client meetings.
- Maintain Salesforce notes and client follow-up tasks.
Operations & Workflow Management
- Prepare and submit new business paperwork.
- Coordinate transfers, rollovers, wires, and deposits.
- Maintain documentation within CRM and workflow systems.
Administrative Support
- Process expense reports and prepare client correspondence.
- Scan, organize, and maintain digital files.
- Support advisors with office tasks and projects.
Requirements
Qualifications
- Bachelor’s degree
- Series 7 and 66 (or 63/65)
- Excellent communication and client service skills
- Strong attention to detail and organization
- Proficiency with Microsoft Office Suite
- Ability to multi-task in a fast-paced environment
- High integrity and confidentiality
- Minimum of 3 years experience in the financial planning or wealth advisory industry
Who Succeeds in This Role
- Dependable, proactive, and service-minded
- Detail-oriented with strong accuracy
- Excellent communicator and team collaborator
- Organized and able to handle multiple tasks
- Motivated by helping clients achieve clarity and confidence
About Small Wealth Management
Since 1999, Small Wealth Management has been driven by a commitment to empower clients to understand, achieve, and maintain financial independence with confidence and clarity. Our legacy is helping build yours.
How to Apply
Submit a resume and cover letter
Small Wealth Management is an equal opportunity employer.
Recruiting Process Disclosure
Jambalaya Group is a third-party consulting firm engaged by Small Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, to assist with its recruiting and hiring process. Jambalaya Group is not the hiring employer, and this position is not an employment opportunity with Jambalaya Group. Candidates may communicate with Jambalaya Group throughout the interview process; however, the position, responsibilities, and employment opportunity are directly with Small Wealth Management. We encourage all applicants to familiarize themselves with the practice and Ameriprise Financial prior to their interview.
Benefits
Salary: $65,000–$85,000 per year
Schedule: Monday–Friday, 8am–5pm
Work Location: Onsite
Benefits: 401(k) with contribution, health/dental/vision, PTO, bonus opportunity, and 10 paid holidays.
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