Financial Paraplanner

Job Summary:

Arista Wealth Management is seeking a motivated and detail-oriented Paraplanner with experience in the RIA financial services industry to join our team. In this role, you will support financial advisors by preparing comprehensive financial plans, conducting research, and ensuring that client goals are met through proper planning strategies. You will collaborate closely with our advisory team to deliver exceptional service and accurate financial guidance to clients.

This full-time position offers competitive pay, professional growth opportunities, and a dynamic work environment. If you have a passion for financial planning and a desire to work in a fast-paced, client-focused setting, we encourage you to apply.

Responsibilities:

• Financial Plan Preparation: Assist in the preparation of comprehensive financial plans, including retirement planning, estate planning, tax planning, and investment strategies.
• Client Meeting Support: Attend client meetings alongside advisors, taking detailed notes and ensuring all client needs are accurately captured and addressed.
• Data Gathering and Analysis: Collect, organize, and analyze client data to provide accurate financial projections and recommendations.
• Plan Implementation: Assist in the execution of financial plans by coordinating with clients and internal teams to ensure timely completion of tasks and follow-up.
• Investment Research: Conduct research on investment options and strategies to support financial advisors in making informed recommendations.
• Compliance Support: Ensure all financial planning activities adhere to regulatory requirements, firm policies, and ethical standards.
• Client Communication: Serve as a point of contact for clients to answer questions and provide updates on the status of their financial plans.
• Software Utilization: Utilize financial planning software and CRM systems to track client progress and maintain accurate records.

Qualifications:

• Must have 3-5 years of paraplanning or related experience within the RIA financial services industry.
• Strong understanding of financial planning concepts, including retirement planning, investments, estate planning, and tax strategies.
• Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems.
• CFP® certification is preferred or working towards CFP® designation.
• Excellent organizational skills with the ability to manage multiple tasks and deadlines efficiently.
• Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to clients in a clear and concise manner.
• High level of attention to detail and accuracy in financial analysis and plan preparation.
• Must be able to work in the office 5 days a week, this is not a remote opportunity.

Benefits:

• Competitive salary based on experience.
• Health, dental, and vision insurance.
• 401(k) plan with company matching.
• Paid time off (PTO) and holidays.
• Professional development opportunities.

Why Arista Wealth Management?

At Arista Wealth Management, we foster a collaborative and supportive work environment. We are committed to professional growth and excellence in client service, helping clients achieve their financial goals. If you're looking for a company that values integrity, teamwork, and continuous improvement, we encourage you to join our team.

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Compensation Package:

• Bonus opportunities

Physical Setting:

• Office

Schedule:

• Monday to Friday

Experience:

• CRM software: 3 years (Required)
• Microsoft Excel: 3 years (Preferred)
• Customer relationship management: 3 years (Required)
• Financial acumen: 3 years (Required)
• Institutional Asset Management: 3 years (Required)
• Financial Planning: 3 years (Required)

Ability to Commute:

• Las Vegas, NV 89148 (Required)

Ability to Relocate:

• Las Vegas, NV 89148: Relocate before starting work (Required)

Work Location: In person

Salary : $55,000 - $75,000