Paraplanner
Arkansas Talent Group
Job Description
Job Description
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.
Duties will include :
- 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
Ideal candidate will possess:
- 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
Benefits :
- Competitive compensation, plus uncapped bonus opportunity
- Comprehensive health, dental, and vision insurance
- 401(k) Safe Harbor plan and profit share
- Paid time off (PTO)
For more information, please apply directly or contact Jennifer Thompson on LinkedIn
Arkansas Talent Group is a Permanent Placement Recruiting Firm, all considerations will be held confidential.
Vacancy posted 9 days ago
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