Paraplanner
RIA Recruiting
- Katy, TX
- $65,000-75,000 per year
- Permanent
- Full-time
- Starting salary of $65,000 to $75,000 per year, based on experience
- Health insurance
- Vision and Dental insurance
- 401(k) company match
- Vacation/PTO
- Group Life and Disability insurance
- Learning opportunities
- Great working environment with professional growth opportunities
- Healthy work-life balance is a priority to us, and we want it to be a priority for you too
- Prepare financial plans for review by the Lead Advisors
- Analyze client insurance policies and present analysis to clients
- Prepare client meeting agendas, notes, and documents needed for client meetings
- Assist in the maintenance of the firm's CRM
- Process meeting notes, update contact management database, and assign and execute workflow tasks and enter all applicable information into the firm's CRM - AdvisorEngine
- Handle client issues and requests related to financial planning
- Provide support to Lead Advisors
- 2 years of experience in the financial service industry, preferably with an RIA
- Experience with property and casualty insurance, but this is NOT a sales position
- Tech-savvy with the ability to quickly learn to navigate various web-based platforms
- Proficient with MS Word, Excel, and Outlook
- Positive, energetic, friendly, and service-oriented
- Excellent administrative writing and verbal communication skills
- Ability to work independently as well as within a team and prioritize tasks appropriately
- Detail-oriented and organized
- Excellent client service and relationship management skills
- Experience with Emoney and Holistiplan is NOT required, but would be a plus