Licensed Client Associate / Paraplanner
$500 per monthPride Financial Partners
Job Description
Job Description
About us
Pride Financial Partners is a boutique financial planning, wealth management, and risk mitigation firm with more than 100 years of experience. We serve individuals, families, companies, and entities looking for comprehensive guidance, with a strong focus on impact investing. Our division, Investing with Pride, supports the LGBTQ+ and Black, Indigenous, and People of Color communities (QTBIPOC) who want to improve their financial life.
The role
You’ll work directly with our licensed advisors, keeping client relationships and day-to-day operations running smoothly. This is a hands-on role with room to grow. You’ll learn the business by sitting in on client meetings and can move into other roles like paraplanning, advising, or practice management.
You’ll report to the two managing partners of the firm.
What you’ll do
- Support advisors with client onboarding, account setup, and ongoing service requests
- Prepare meeting materials and financial documentation using Excel, planning software, and our CRM
- Process trade settlements and make sure they’re accurately recorded in our systems
- Help with regulatory reporting and compliance documentation, working under the supervision of our licensed advisors
- Sit in on advisor-client meetings to learn how we build and maintain client relationships
- Take on paraplanning work, such as preparing financial plans and analysis, once fully licensed and experienced
What we’re looking for
Required
- 1+ years of experience in financial services, client service, or operations
- Comfort with Excel and CRM systems
- Clear, warm client communication and a service-first mindset
Preferred (not required)
- Series 7 and 66, or CFP. We will sponsor exams for the right candidate.
- Experience with trade settlement or regulatory reporting
- Experience working on a team in a fast-paced finance setting
Benefits
- 401(k) with employer match
- Flexible schedule
- Partial remote work schedule
- Paid time off
- Health insurance reimbursement program (firm will cover up to $500 a month in health insurance premium cost)
- Bonus and incentive programs
- Professional development assistance
- Opportunity for future shared ownership of the firm
Vacancy posted 8 days ago
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