Paraplanner

Houston Metropolitan Area Candidates Please

Awaken Wealth Partners is an independent practice that specializes in comprehensive financial planning and investment management. The Paraplanner position at Awaken requires a close working relationship with the Awaken advice team and other pillar relationships within our Fully Integrated Team (FIT) of financial professionals. This is a client facing role that has a direct influence on the success of the organization and the clients we serve.

Specific responsibilities include the following:

• Building and developing relational equity with clients, understanding their values, financial goals, personal preferences, and investment objectives.
• Working with Awaken’s Advice Team, developing strategies for process and client interaction improvements.
• Assisting advisors in preparing for client meetings, including communication and follow-up of resulting action items.
• Gathering information necessary to develop customized financial plans that meet the client’s unique needs, that adhere to the Fiduciary standard and aligns with Awaken’s philosophies.
• Demonstrating proficiency in the use of tech stack, workflows and processes that maintain or improve existing processes.
• Developing and providing timely recommendations related to investment strategies, values-based recommendations, quality of life, goal setting, and accountability.
• Proactively providing ongoing advice and guidance to clients while also addressing their inquiries in a timely manner.
• Collaborating with the Advice Team on complex planning initiatives such as estate planning, charitable giving and tax strategies.
• Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
• Helping Awaken meet its developmental and financial objectives using our proprietary planning process.
• Participating in and providing suggestions to our Advice Team and Investment Committee.
• Work closely with the community, raising the collective acumen, and developing spheres of influence.

Job Type: Full-time

Pay: $35,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Financial planning services
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Application Question(s):

• Are you located in the Greater Houston Metropolitan Area?

Experience:

• investment or financial services: 2 years (Preferred)

Ability to Commute:

• Houston, TX 77070 (Preferred)

Work Location: In person

Salary : $35,000 - $50,000