What are the responsibilities and job description for the Paraplanner position at Valmark Financial Group?
Join a High-Performing Team in Fiduciary-Driven Financial Planning
Are you a confident, self-starting professional with a keen eye for detail and a passion for accuracy? Wealth Development Strategies and Verde Wealth Group, two well-established independent Investment Advisory firms in Houston, TX, are seeking a driven individual to enhance our financial planning department. This role offers the opportunity to support a high-level team dedicated to helping clients achieve financial independence, preserve wealth, and create lasting legacies.
As a key contributor, you will play an essential role in reviewing client case details, preparing for financial planning meetings, and managing client casework with precision and efficiency. If you're motivated by excellence and eager to grow into an advisory role, we invite you to become part of our mission-driven firm.
Responsibilities:
Job # 162
Are you a confident, self-starting professional with a keen eye for detail and a passion for accuracy? Wealth Development Strategies and Verde Wealth Group, two well-established independent Investment Advisory firms in Houston, TX, are seeking a driven individual to enhance our financial planning department. This role offers the opportunity to support a high-level team dedicated to helping clients achieve financial independence, preserve wealth, and create lasting legacies.
As a key contributor, you will play an essential role in reviewing client case details, preparing for financial planning meetings, and managing client casework with precision and efficiency. If you're motivated by excellence and eager to grow into an advisory role, we invite you to become part of our mission-driven firm.
Responsibilities:
- Assist with client onboarding and data collection process
- Input cases details into wealth management platform
- Monitor, troubleshoot and update wealth management platform connections
- Create and update deliverables for client meetings
- Update details for financial plans projections as needed using planning software for the advisors’ review
- Meet with team to debrief and prepare for client meetings
- Consolidate client meeting materials presented to client for email and final scan
- Provide updated information for task management system and/or CRM system after client meetings
- Work with team to complete follow-up tasks from client meetings
- Research client-specific issues and communicate conclusions clearly with advisors
- Interface with other advisors, attorneys, and CPAs to coordinate implementation
- Support the Financial Planning Department for operational training and in-depth understanding of processes
- Deep interest in financial planning and desire CFP designation
- Very proficient with technology, planning software, MS Office: Excel, Word, and Outlook
- Ability to collect, organize and synthesize client information within a financial planning context
- Effective communication skills and attention to detail
- Commitment to exceptional client experience
- Works well with team and facilitates coordination
- Desire for personal and professional growth
- Adherence to company core values as follows
- Unwavering dedication
- Do the right thing
- Collaboration
- Positive energy
- Competitive salary based on experience and capability
- Benefits include 401K with company match, Annual Educational Allowance, PTO.
Job # 162
Client Service Representative / Paraplanner Park Place Financial
Kestra Financial -
Bellaire, TX
Client Service Representative/Paraplanner Park Place Financial
Kestra Financial Independent Advisor -
Bellaire, TX
