Paraplanner

Assured Advisory Group, LLC is a growing, independent registered investment advisory firm dedicated to serving high-net-worth individuals. Our firm prides itself on delivering exceptional client service in a warm, professional, and collaborative environment.

We are looking for a motivated and detail-oriented individual to join our team as a Paraplanner/Associate Advisor. This role offers an excellent opportunity for personal and professional growth, with a clear path to becoming a Financial Advisor and potentially a practicing partner within the firm.

Position Overview:

This role begins with a focus on customer service and paraplanning, supporting our Financial Advisors in delivering top-tier service. Over time, the position is designed to evolve into an advisory role, with the potential for the candidate to eventually become a lead advisor or even a practicing partner.

The ideal candidate may be an entry-level professional or someone with a few years of experience in customer service or administrative roles, looking to transition into a financial services producer role as the skillset is developed. Or the candidate might already be a licensed producer that sees greater opportunity for themselves when placed into a system with proven processes aligned to enhance successful outcomes.

Key Responsibilities:

Client Support:

• Prepare agendas and recommend action items for client portfolio, financial plan, and tax planning meetings.
• Attend client appointments, document action items, and follow up on assignments to ensure completion.
• Draft and send post-meeting summaries outlining next steps for both clients and the internal team.
• Maintain accurate and up-to-date client records in firm technology systems (e.g., Advyzon, Charles Schwab and others).

Paraplanning & Administrative Support:

• Create and update financial plans and tax plans from start to finish for new and existing clients.
• Manage and prioritize client communications, including phone calls and emails.
• Assist with projects or tasks as assigned by the firm principal.

Desired Attributes and Qualities:

• Exceptional interpersonal skills and a positive, energetic demeanor.
• Strong attention to detail, accuracy, and organizational skills.
• Excellent verbal and written communication skills.
• Proactive, self-motivated, and results-oriented.
• Passionate about client service and eager to take on responsibilities to support the advisor team.
• Flexible and adaptable in a dynamic work environment.
• Demonstrates integrity, accountability, and a strong work ethic.
• A desire to grow, learn, and take on new challenges.

Required Skills and Experience:

• Proficiency with Microsoft Office Suite and familiarity with CRM systems.
• Comfort using computer based tools.
• Ability to manage multiple responsibilities, meet deadlines, and prioritize effectively.
• Excellent problem-solving and critical-thinking skills.
• A high proficiency in math.

Preferred:

• 2–5 years of experience in financial services, wealth management, or a related field.
• Progress toward or completion of relevant certifications or licenses (e.g., Series 6, 63, 7; Illinois Life and Health Insurance License).

Compensation & Benefits:

• Competitive salary based on experience and qualifications
• Clear path for growth into advisory roles, with potential for long-term leadership or partnership opportunities.
• Professional development opportunities and support for obtaining industry certifications.

Additional Information:

• Candidates must pass a background and credit check and provide proof of eligibility to work in the U.S.
• SEC regulations require a fingerprint card to be filed upon acceptance of employment.
• Confidentiality and professionalism are essential to this role.

How to Apply:

If you are passionate about financial services and are looking for a career with long-term growth potential, we encourage you to apply. Please send your resume and a cover letter explaining your interest in the role to resume@assuredgroup.com.

We look forward to welcoming a new team member to Assured Advisory Group, where your career growth is our priority!

Job Type: Full-time

Pay: $40,000.00 - $70,000.00 per year

Benefits:

• Paid time off

Compensation Package:

• Bonus opportunities

Schedule:

• 8 hour shift

Work Location: In person

Salary : $40,000 - $70,000