What are the responsibilities and job description for the Paraplanner position at Crestmont Private Wealth?
Incredible Career Opportunity in our Houston Office
Description
We are seeking a detail-oriented and motivated Paraplanner to join our team in Houston. This role is ideal for someone pursuing a career in financial planning, with a strong focus on client support, investment operations, and sales development. This role will provide you with valuable hands-on experience and training as you work towards obtaining your Certified Financial Planner (CFP) certification. The ideal candidate will have excellent analytical skills, be highly organized, and thrive in a dynamic, team-oriented environment.
Key Responsibilities:
- Assist advisors with client meeting preparation and post-meeting follow-up.
- Support client onboarding, including account opening, documentation, and financial data entry.
- Conduct sales development calls to engage prospective clients and foster relationships.
- Utilize financial planning software (Emoney, YCharts, Salesforce, Schwab) to analyze client portfolios and generate reports.
- Assist with money movement, trades, and account transactions (backup trading).
- Ensure accurate documentation and maintain compliance with regulatory standards.
- Provide ongoing support in investment research and financial planning.
- Collaborate with advisors to enhance client experience and drive firm growth.
- Light travel as required for client and team meetings.
Required Qualifications:
- Bachelor’s degree in Finance, Business, Economics, or related field preferred.
- Series 65 License required withing 90 days of employment.
- CFP certification required within 3 years of hire.
- Experience with Emoney, YCharts, Salesforce, Schwab, and Microsoft Suite.
- Strong organizational, analytical, and communication skills. Ability to work both independently and collaboratively.
Why Join Us?
- Career development with a clear path toward becoming a Certified Financial Planner (CFP).
- Exposure to high-level financial planning and client relationship management.
- Supportive and growth-oriented work environment with ongoing mentorship.
If you are passionate about financial planning and eager to grow your career in wealth management, we encourage you to apply!