About the Role
Our client is seeking a versatile professional who can excel as both a Client Service Associate and Paraplanner. This hybrid role is designed for someone who enjoys client interaction while also contributing to the technical side of financial planning.
Key Responsibilities
- Provide outstanding client service as the primary point of contact for clients.
- Prepare financial plans, analyses, and projections using planning software.
- Assist in implementing financial strategies and tracking progress toward client goals.
- Manage client account administration, including processing trades and handling documentation.
- Collaborate with the lead advisor to prepare for and follow up on client meetings.
- Maintain up-to-date knowledge of financial products and regulations.
Qualifications
- Fully licensed with Series 7 and 66 (or equivalent) certifications.
- 2+ years of experience in financial planning or client service roles.
- Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro).
- Strong analytical and communication skills.
- CFP or progress toward certification is a plus.
Location: Des Moines, IA
Compensation Range: $75,000 - $95,000 (depending on experience and qualifications)
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
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