Paraplanner - Richland, WA
About The Position
The Paraplanner/Associate Advisor works directly with the founder of F Joel Financial to support day-to-day client planning, case preparation, application processing, retirement income planning, and ongoing client relationship management. The role helps streamline operations so the founder can spend more time meeting with clients and growing the practice. This is not intended to be a purely back-office role. The successful candidate will eventually become client-facing, participate in client meetings and reviews, help manage investment and retirement planning relationships, and may grow into a larger advisory role over time. The firm values a personable, driven, organized, and highly trustworthy individual, and considers cultural fit and genuine care for clients as important as technical experience.
Requirements
- Series 65 license.
- Life and health insurance.
- Experience within financial services, insurance, wealth management, banking, or retirement planning.
- High attention to detail and follow-through.
- Professional and relationship-oriented demeanor.
Nice To Haves
- Experience working with retirement planning or annuity products.
Responsibilities
- Prepare retirement income illustrations, annuity proposals, and planning presentations.
- Assist with holistic retirement planning conversations, including income planning, tax planning, Roth conversion analysis, healthcare planning, and legacy planning.
- Coordinate planning resources through Advisor Excel and related planning partners.
- Assist with fixed and fixed indexed annuity case design and implementation.
- Participate in all client meetings and annual reviews.
- Build strong relationships with multi-generational clients.
- Process applications and service paperwork accurately and efficiently.
- Coordinate transfers, rollovers, and in-service rollover paperwork.
- Maintain CRM workflows and documentation within Salesforce/Advisor Engine.
- Assist with educational workshops and client appreciation events.
- Support the firm's Legacy Learning Center educational programs.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Critical illness coverage
- Accident coverage
- Short- and long-term disability coverage
- Legal Shield
- Long-term care coverage
- PTO
- 401(k)
- 401(k) Roth
- Discretionary bonuses throughout the year
- Mentorship opportunity with the founder
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
