What are the responsibilities and job description for the Paraplanner/Trader position at NPAworldwide?
Job Description
Paraplanner/Trader (RIA)
Fort Worth, TX (on-site)
Salary range: $85k-$105k doe, plus bonus
Our client is a thriving Registered Investment Advisor (RIA) firm that
is managing $3.5 billion in assets and growing rapidly. The company
seeks an experienced, detail-oriented and highly motivated Lead
Trader/Paraplanner to support its advisory team in delivering
exceptional financial planning and investment management services.
Position Overview
The Lead Trader/Paraplanner will play a key role in trading, investment
implementation, financial plan preparation, and day-to-day client
service. The ideal candidate has a strong understanding of financial
markets, and experience in portfolio construction, trading, and client
service functions within a wealth management environment.
Key Responsibilities Of The Paraplanner/Trader
Qualifications
Qualifications of the Paraplanner/Trader:
FINRA Series 7 and 66 required (or ability to obtain
promptly).
Ability to obtain Texas Life and Health Insurance License
within 90 days of hire.
Bachelors degree in Finance, Economics, or related field
preferred.
13 years of experience in a registered investment advisory or
brokerage environment.
Proficiency with Envestnet, Wealthscape, and eMoney Advisor
platforms required.
Working knowledge of annuities, mutual funds, and portfolio
management principles.
Strong analytical and organizational skills with a high
attention to detail.
Excellent communication and interpersonal skills.
Ability to manage multiple priorities in a fast-paced,
client-focused environment.
Why Is This a Great Opportunity
What the Position Offers:
Opportunity to shine as key member of operations team,
reporting to Lead Advisor
Hone skills in a small, supportive office culture; dedicated
professionals
Great potential for advancement in a growing firm
Competitive salary with bonus, 401(k) with match, and
insurance stipend (medical benefits not offered at this time)
Paraplanner/Trader (RIA)
Fort Worth, TX (on-site)
Salary range: $85k-$105k doe, plus bonus
Our client is a thriving Registered Investment Advisor (RIA) firm that
is managing $3.5 billion in assets and growing rapidly. The company
seeks an experienced, detail-oriented and highly motivated Lead
Trader/Paraplanner to support its advisory team in delivering
exceptional financial planning and investment management services.
Position Overview
The Lead Trader/Paraplanner will play a key role in trading, investment
implementation, financial plan preparation, and day-to-day client
service. The ideal candidate has a strong understanding of financial
markets, and experience in portfolio construction, trading, and client
service functions within a wealth management environment.
Key Responsibilities Of The Paraplanner/Trader
- Execute trades and manage model portfolios through Envestnet and
- Prepare, update, and maintain financial plans using eMoney Advisor.
- Support advisors in developing investment and retirement planning
- Assist with annuity, mutual fund, and managed account transactions.
- Conduct portfolio reviews, performance tracking, and rebalancing.
- Maintain accurate client records and ensure compliance with firm
- Prepare meeting materials, reports, and follow-up documentation
- Coordinate with custodians and product partners to ensure smooth
- Contribute to the ongoing development of efficient processes and
Qualifications
Qualifications of the Paraplanner/Trader:
FINRA Series 7 and 66 required (or ability to obtain
promptly).
Ability to obtain Texas Life and Health Insurance License
within 90 days of hire.
Bachelors degree in Finance, Economics, or related field
preferred.
13 years of experience in a registered investment advisory or
brokerage environment.
Proficiency with Envestnet, Wealthscape, and eMoney Advisor
platforms required.
Working knowledge of annuities, mutual funds, and portfolio
management principles.
Strong analytical and organizational skills with a high
attention to detail.
Excellent communication and interpersonal skills.
Ability to manage multiple priorities in a fast-paced,
client-focused environment.
Why Is This a Great Opportunity
What the Position Offers:
Opportunity to shine as key member of operations team,
reporting to Lead Advisor
Hone skills in a small, supportive office culture; dedicated
professionals
Great potential for advancement in a growing firm
Competitive salary with bonus, 401(k) with match, and
insurance stipend (medical benefits not offered at this time)
Salary : $85,000 - $105,000