Strategic Wealth Design is a full-service financial firm located in Las Vegas, NV. We were founded for one purpose: To enrich the lives of people we touch by helping them create financial freedom and security. . We are a boutique firm on a solid growth trajectory, seeking a Financial Planning Assistant/Paraplanner to join our expanding team.
If you're looking for a role where your voice matters, your growth is supported, and your work has purpose, this is the ideal opportunity.
Responsibilities
Financial Planning Support
- Establish and onboard clients in financial planning platforms (E-Money).
- Build financial plans based on advisor guidance.
- Gather and review client documents; analyze data and prepare recommendations.
- Document recommendations and client conversations in Zoho CRM.
- Maintain workflows, tasks, and follow-up schedules in Zoho CRM.
- Segment clients and set review schedules.
- Prepare and send welcome emails, support ongoing service and communication models.
- Answer client questions about planning tools, and E-Money. / Respond to client inquiries on planning tools and financial platforms
Insurance Administration
- Prepare and track insurance applications; follow up during underwriting.
- Coordinate and communicate with carriers and agencies on administrative matters.
- Update Zoho CRM with policy details and manage workflows.
- Handle client service requests (e.g., beneficiary changes, etc…).
- Notify clients of insurance opportunities (FIO, WLPO, GIO).
- Manage state licensing and compliance requirements. MM
- Manage automated emails for client review meetings.
The appropriate candidate will possess the following qualifications:
- Preferred: Business Administration Diploma or other college degree in a relevant business discipline or equivalent experience.
- FPQP or CFP designation or willing to obtain them.
- Experience in a role involving financial planning and using financial planning software.
- Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point) and CRM platform
In addition, the appropriate candidate will possess the following attributes and will be able to provide examples of how they have demonstrated each:
- Analytical and data oriented. Has a love for numbers.
- Self-starter who takes initiative and can work independently.
- Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks.
- Critical thinker who can come up with unique ways to solve problems.
- Organized with good follow-through.
- Having high accountability to complete tasks and in a timely manner.
- Ability to communicate effectively with team members and clients.
- Ability to understand financial product details.
- Comfortable with using and learning new technology.
Benefits
- PTO, paid holidays, and floating holiday
- Health, Dental, Vision, Short-Term Disability, Long-Term Disability, and Life Insurance
- 401(k) with matching
- Unlimited access to online learning platform for professional and personal development
- Eligible for performance-based bonuses after one year of tenure, in addition to base salary.
Salary
We are open to hiring at a range of experience levels, so compensation will be set in accordance with each individual's experience (annual base salary range of $50,000 - $65,000). We are willing to offer a higher salary to candidate who possess advanced qualifications and higher credentials.
Summary
This is a challenging role, but it is ideal for someone who is eager to explore how the financial planning process can strengthen client relationships and foster a successful practice. Furthermore, this role is ideal for someone who enjoys financial planning but is not interested in establishing their own financial planning practice. This individual will have the opportunity to grow both professionally and personally as a member of our team for many years. There is a potential to become a Financial Advisor if desired.
Please submit cover letter for why you believe you would be right for this role.
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Relocation assistance
- Retirement plan
- Vision insurance
Experience:
- Financial services: 1 year (Required)
License/Certification:
- FPQP or CFP Designation (Preferred)
Ability to Relocate:
- Las Vegas, NV 89123: Relocate before starting work (Required)
Work Location: In person
