1 Paraplanner Job in Katy, TX
RIA Recruiting is Hiring a Paraplanner Near Katy, TX
McGee Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a Paraplanner to join our growing team. We are a financial planning firm that has client service as our #1 priority, and we are looking for someone with the same mindset to join us as a full-time Paraplanner. You will be working with our team under the direction of our Lead Advisors. As a small business, we all wear many hats and work as a tight-knit team. To learn more about the firm, please visit our website: mcgeewealth.com.
Salary & Benefits:
- Starting salary of $65,000 to $75,000 per year, based on experience
- Health insurance
- Vision and Dental insurance
- 401(k) company match
- Vacation/PTO
- Group Life and Disability insurance
- Learning opportunities
- Great working environment with professional growth opportunities
- Healthy work-life balance is a priority to us, and we want it to be a priority for you too
Duties and Responsibilities include:
- Prepare financial plans for review by the Lead Advisors
- Analyze client insurance policies and present analysis to clients
- Prepare client meeting agendas, notes, and documents needed for client meetings
- Assist in the maintenance of the firm's CRM
- Process meeting notes, update contact management database, and assign and execute workflow tasks and enter all applicable information into the firm’s CRM - AdvisorEngine
- Handle client issues and requests related to financial planning
- Provide support to Lead Advisors
Position Requirements:
- 2 years of experience in the financial service industry, preferably with an RIA
- Experience with property and casualty insurance, but this is NOT a sales position
- Tech-savvy with the ability to quickly learn to navigate various web-based platforms
- Proficient with MS Word, Excel, and Outlook
- Positive, energetic, friendly, and service-oriented
- Excellent administrative writing and verbal communication skills
- Ability to work independently as well as within a team and prioritize tasks appropriately
- Detail-oriented and organized
- Excellent client service and relationship management skills
- Experience with Emoney and Holistiplan is NOT required, but would be a plus
The Process
Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
Job Summary
Full Time
$71k-85k (estimate)
03/14/2024
07/08/2024
The job skills required for Paraplanner include Analysis, Financial Planning, Wealth Management, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Paraplanner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Paraplanner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Paraplanner positions, which can be used as a reference in future career path planning. As a Paraplanner, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Paraplanner. You can explore the career advancement for a Paraplanner below and select your interested title to get hiring information.
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