Job Details
Location: St. Peters, MO (in person)
Position: Paraplanner
Salary Range: $50,000-70,000 DOE
Who you ll work with:
Our team at Advisor Launch Lab has been hired by a fee-based financial planning team composed of a lead advisor and four support staff looking to add a stellar paraplanner to their team in St. Peters, MO. They take a holistic approach to financial planning and their mission is to provide families with objective independent advice and a highly personalized road map for their retirement success.
Their clients come to them to manage assets, provide tax planning advice, and appreciate having family meetings which bring the next generation in to deliver more complete financial planning advice.
They believe in the power of teamwork and client-centric service. The paraplanner plays a vital role in connecting the clients, support team, and advisors, embodying their commitment to vision, positive culture, and team spirit.
You re a great fit if:
You are a personable problem solver and an organizational pro who wants to be heavily involved in the financial planning process from day one.
Are you someone who has experience or wants to grow your experience as a paraplanner by identifying what client information is needed and requesting missing data from clients? Do you know how best to organize that information and then put it into financial planning programs (this team uses MoneyGuidePro)? And would you like to prepare and submit paperwork on behalf of a senior financial advisor to make sure all transactions for the clients are completed accurately and on time?
If this all sounds like you then we want to hear from you!
You ll fit in with this team well if you are looking to take the experience you have and get plugged in and have the opportunity to develop by playing an integral part in the client service process. You should take a proactive approach to all of your work and while questions are always welcomed, your ability to take initiative and find initial answers on your own will make you stand out.
Do you feel comfortable with various CRM systems, broker-dealer and investment advisory regulations, and financial planning tools and want to use your experience to improve upon already existing systems to deliver a top-notch client experience? This is the role for you.
While you don t have to want to become an associate and an advisor in the future, this team wants to support you in your growth!
Responsibilities (may include but not limited to):
- Assist clients via phone and email for all information requests
- With support of a lead advisor, review statements, forecast review data, develop meeting agendas, create presentations, case documentation and deliverables for all assigned clients
- Sitting in 1-2 client meetings most days of the week taking notes and turning that information into action items and making sure all information is updated in CRM system
- Organizing and collecting client information and inputting it into MoneyGuidePro
- Utilize the ability to add, subtract, multiply, or divide numbers quickly and correctly
- Use an in-depth understanding of time value of money including: present value, future value, annuity payments, internal rate of return and compounding interest
- Compliance related tasks and projects as assigned
- Opportunity to make recommendations and be a more active participant in client meetings once you have obtained your Series 65
Qualifications:
- Minimum 1-2 years of experience in the financial services industry
- Bachelor s degree in a related field
- Experience with financial planning tools, Microsoft Suite, and CRM
- Series 65 (not a requirement but nice to have)
- Excellent verbal and written communication skills
- Must be legally eligible to work in the United States
- Must be able to pass a background check
Compensation:
- $50,000-70,000 (Depending On Experience)
- Twelve (12) PTO days, in addition to paid holidays, prorated based on full-time start date
- Bonus potential
- Education reimbursement
- Medical, dental, and vision (after 90 days)
- 401k plan with 5% profit sharing and 3% employer contribution
- Employer-paid Life and AD&D insurance up to $50,000
- Flexible Spending Account (FSA) and Dependent Care Flexible Spending Account (DCFSA)
- Fifty percent reimbursement of fitness/health club membership up to $200 per year
- Additional voluntary benefits
What do you need to know and what s next?
-Include a short cover letter answering the following:
- What caused you to apply to this role?
- Describe a challenging client situation and how you helped them
- What are your compensation requirements?
-Include your resume.
-Send all of the above as a single PDF to ...@advisorlaunchlab.com
-Applications will be accepted until the position has been filled.
All hiring processes are being conducted by Advisor Launch Lab. Direct all contact to our team via email (...@advisorlaunchlab.com) should you have any questions about the position.