Paraplanner

Position Description:

Step into an instrumental role. Help conduct the smooth operation of a fast-paced financial planning office. The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) throughout the financial planning and investment process. The position offers hands-on exposure to wealth management, financial planning, and client relationships, following high standards of business and professional ethics and legal and regulatory requirements.

Position Functions:

· Attend advisor and client meetings, take detailed notes, and document action items, ensuring compliance with firm procedures.

· Manage post-meeting follow-up activities to ensure recommendations and client requests are completed accurately and efficiently.

· Process account paperwork, forms, applications, and service request.

· Contribute to the efficient day-to-day operations of the practice and identify opportunities to improve processes.

· Accurately process investment trades and transactions as directed by advisors (account rebalancing, money movements, etc.).

· Execute trade instructions in accordance with firm policies, compliance requirements, and client objectives.

· Review trade documentation for accuracy and completeness.

· Maintain detailed records of transactions and supporting documentation.

· Serve as trusted and specialized point of contact for client service and account-related questions.

· Manage and resolve client service issues with professionalism, responsiveness, and attention to detail.

Key Traits of a Successful Paraplanner

· Direct attention to detail and organization

· Effective and efficient time management

· Professional and effective communication and interpersonal skills

· A proactive approach to problem-solving and client service

· Ability to multi-task, work independently and collaborate with a team.

· Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial

· Strong alignment with Laveer core values: dependability, loyalty, genuine care for others, personal accountability, honest communication, and commitment to excellence.

Education and Other Designations:

· College degree or higher required.

· Minimum intermediate-level computer skills (including experience with Microsoft Office) and ability to learn new software and technology platforms.

· Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including FINRA SIE, Series 7, Series 66, and State life, accident and health insurance licenses.

· While not required, prior experience in in financial services will be viewed favorably.

About Laveer:

· Laveer Wealth Management is a multi-generational wealth management practice with more than 170 years of combined advisor experience. The practice has six offices within the Southeast and services clients in 32 states. Our purpose is to take care of families by turning financial complexity into confidence.

Pay: $45,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Paid training
• Parental leave
• Vision insurance

Work Location: In person

Benefits:

Salary : $45,000 - $65,000