Financial Paraplanner/ Financial Planning Assistant

Strategic Wealth Design is a full-service financial firm located in Las Vegas, NV. We were founded for one purpose : To enrich the lives of people we touch by helping them create financial freedom and security. Just as we plan for our clients as if they are our family, we also consider our team like a family. We are a small firm on a solid growth trajectory looking for a Financial Planning Assistant / Paraplanner to join our growing team.

If you've been looking for a position where you are treated with respect, can have a direct influence on processes and procedures, are encouraged to improve yourself personally and professionally, and aren't "just a number," this is it.

Your responsibilities will include, but not be limited to :

• Assisting the Retirement Plan and Wealth Management Divisions.
• Preparing client onboarding paperwork for financial planning engagements.
• Gathering and inputting client data and information into financial planning software.
• Assisting in the preparation of prospect or client files prior to meetings.
• Sending, receiving, and processing client documents and communications with clients, other professional advisors, and vendors.
• Inputting and assigning tasks to Advisors in the CRM.
• Preparing for client meetings, including preparing presentations, reports, agendas, and supporting documentation.
• Documenting client meetings and organizing data.
• Completing follow-up arising from client meetings, including updating client data; synthesizing notes; completing communications in CRM; and corresponding with clients, advisors, and vendors as needed.
• Producing and maintaining reports and logs.
• Updating clients’ plans and monitoring and evaluating as circumstances change.
• Identifying opportunities to deepen and solidify the relationship with the client (e.g. insurance, banking, etc.).
• Staying current on trends in the financial planning area.

The appropriate candidate will possess the following qualifications :

In addition, the appropriate candidate will possess the following attributes and will be able to provide examples of how they have demonstrated each :

Benefits

Salary

We are open to hiring at a range of experience and levels, so compensation will be set in accordance with experience.

Summary

This is a challenging role but is perfect for someone who is excited to see how the financial planning process can enhance client relationships and grow a successful practice. Further, this role is right for someone who enjoys financial planning but is not seeking to build his / her own financial planning practice. This individual will have the opportunity to grow as a member of our team for many years professionally and personally. There is a potential to become a Financial Advisor if desired.