Paraplanner - Richland, WA
About The Position
The Paraplanner/Associate Advisor will work 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 is intended to streamline operations so the founder can focus more on client meetings and growing the practice. This is not intended to be a purely back-office position. The successful candidate may progress to client-facing work, participate in client meetings and reviews, help manage investment and retirement planning relationships, and potentially grow into a larger advisory role. The firm values a personable, driven, organized, and highly trustworthy individual who genuinely cares about clients, alongside technical experience.
Requirements
- Series 65 license.
- Life and health insurance experience.
- Experience in 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 preferred.
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 client meetings and annual reviews.
- Build relationships with multigenerational 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, dental, and vision coverage.
- Critical illness and accident coverage.
- Short- and long-term disability coverage.
- Legal Shield and long-term care coverage.
- Paid time off (PTO).
- 401(k) and Roth 401(k).
- Mentorship opportunity with the founder.
- Discretionary bonus throughout the year.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
