Paraplanner - Simpsonville, SC

Advisor Talent Solutions•Simpsonville, SC

7d•$80,000 - $100,000•Onsite

About The Position

JEHM Wealth & Retirement, located in the Five Forks area of Simpsonville, SC, is seeking a dependable, detail-oriented Paraplanner to join their financial planning team. This role involves supporting advisors by preparing for meetings, conducting investment research, and coordinating prospect interactions, all while delivering exceptional client service. The ideal candidate possesses strong interpersonal skills, a passion for client satisfaction, and thrives in a fast-paced, collaborative environment. This is a rewarding role where contributions are valued.

Requirements

5+ years of experience working with a Financial Advisor in a fast-paced, financial industry setting
Series 65 or equivalent investment advisory license required
Experience with eMoney or similar planning software and the Microsoft Office Suite
Excellent organizational, prioritization, and time management abilities
Detail-oriented, proactive, and resourceful
Outstanding customer service and communication skills (verbal and written)
Friendly, professional manner and enjoys client interaction
Loves staying behind the scenes and nurturing client relationships
Reliable with a strong work ethic, maturity, and positive attitude
Able to work independently and as part of a team
Seeking long-term employment

Nice To Haves

Extremely flexible and having the ability to switch gears with ease as needed
People-centric, creating a supportive and inclusive workspace
Ability to own projects from start to completion

Responsibilities

Prepare Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
Utilize websites and software to obtain client and product information
Compare existing solutions to those currently available in the marketplace
Establish and maintain detailed client files
Prepare client correspondence, including letters and emails
Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
Assist in client meetings