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Paraplanner

Search Services

Houston, TX

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JOB DETAILS
SKILLS
Accounting, Annuities, Business Administration, Communication Skills, Customer Experience, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Service Operations, Customer Service Systems, Customer Support/Service, Detail Oriented, Economics, Establish Priorities, Finance, Financial Planning, Financial Services, Financial Strategy, Follow Through, Insurance, Investment Management, Investment Services, Microsoft Office, Onboarding, Operational Support, Operations Planning, Organizational Skills, Record Keeping, Registered Investment Advisor (RIA), Sales Prospecting, Series 65, Strategic Planning, Team Player, Transaction Processing/Management, Wealth Management
LOCATION
Houston, TX
POSTED
30+ days ago
ABOUT OUR CLIENT
Our Client is a relationship-driven Registered Investment Advisor (RIA) firm focused on helping individuals, families, and business owners build long-term financial confidence through personalized financial planning and investment management services. The firm fosters a collaborative, client-focused culture built on professionalism, trust, and exceptional service while offering team members the opportunity to make a meaningful impact and grow within the financial services industry.
ABOUT THE ROLE
Our Client is seeking an experienced Paraplanner to support Advisors and clients through financial planning preparation, account servicing, operational support, and client relationship management. This is a non-prospecting role designed for a detail-oriented financial services professional who thrives in a collaborative and client-centered environment.
RESPONSIBILITIES
  • Serve as a primary point of contact for client service and account-related needs
  • Prepare financial plans by gathering, reviewing, and organizing financial documents and information from clients
  • Identify planning opportunities and assist with developing recommendations
  • Coordinate account setup, transfers, and financial plan implementation activities
  • Facilitate a smooth and professional client onboarding experience
  • Track outstanding items and follow through on action steps to support a seamless client experience
  • Provide ongoing service and operational support to Advisors and clients
  • Process account transactions, distributions, and maintenance requests as requested
  • Prepare account and financial plan updates for client meetings and follow up on action items as necessary
  • Respond to client inquiries related to service, operations, and planning
  • Maintain accurate client records and account information within CRM system
  • Perform other service-related or operational duties to assist the management team as required
  • This is a non-prospecting role
QUALIFICATIONS
  • Bachelor’s degree in Finance, Accounting, Business Administration, or Economics preferred
  • Series 65 license or equivalent required
  • Minimum 2 years of experience as a Paraplanner within the financial services industry required
  • Familiarity with financial service concepts including investments, retirement accounts, annuities, and insurance
  • Experience with Advyzon or other CRM systems preferred
  • Proficiency with Microsoft Office Suite and overall comfort using technology
PREFERRED QUALIFICATIONS
  • Experience working within a Registered Investment Advisor environment
  • Knowledge of financial planning strategies and wealth management concepts
  • Experience supporting Advisors with financial plan implementation and client servicing activities
DESIRED SKILLS AND COMPETENCIES
  • Professional demeanor
  • Flexible, adaptable, and self-motivated
  • Attention to detail with strong organizational skills and thorough follow-up
  • Ability to prioritize while working quickly and accurately
  • Effective and concise communication skills
  • Resourceful and proactive work style with a strong sense of ownership
  • Pleasant attitude and approachable demeanor
BENEFITS
  • Meaningful work that positively impacts clients and families
  • Collaborative and growth-oriented culture
  • Exposure to experienced advisors and real financial planning strategy
  • Professional development and career growth opportunities
  • Competitive compensation and benefits package
EQUAL OPPORTUNITY EMPLOYER
Our Client is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, national origin, age, disability, genetics, status as a protected veteran, or any other protected status established by federal, state, or local laws.
 

About the Company

S

Search Services

With well over 100 combined years of recruiting experience, Search Services remains Houston's premier search firm focusing on Accounting & Finance, IT, and office administrative positions. Whether you're actively engaged in a job search or are passively looking for the next step in your career progression, let us be your eyes and ears in the Houston marketplace. Our services cost you nothing and we like to approach your job search in a consultative and highly discreet manner.
COMPANY SIZE
50 to 99 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2000
WEBSITE
http://www.searchsvc.com/