Paraplanner - Wisehaupt Bray Asset Management

Hightower • Palm Beach Gardens, FL

10d • Onsite

About The Position

At Wisehaupt Bray Asset Management, we pride ourselves on being your trusted advisor—the one you turn to with every important financial question, and the advisor who understands your preferences, aspirations and fears. Like a loyal friend and confidant, you can rely on us to help you through difficult times, celebrate accomplishments and encourage you in the pursuit of the future you envision. Whether you want to plan for the next phase in life, pursue your lifelong dreams or secure your family's future, we are here to support you along your path to success with guidance and genuine compassion, every step of the way. Our primary clients are Retirees, Private Company Shareholders, Private Companies, Business Owners and Divorcing Individuals. Are you worried AI will impact the accounting field? Wisehaupt Bray Asset Management is looking for driven financial professionals to join our Wealth Advisory team. You will have experience in financial services, brokerage, banking, or a similar industry. This role offers a career path for advancement within the paraplanning role or progression to wealth advisor roles. The Paraplanner team supports Financial Advisors (FAs) in preparing for client meetings, coordinating tasks with the service team, and ensuring all necessary documentation and follow-ups are completed. Your role will involve use of financial planning software and multiple systems to equip the advisor team for client meetings.

Requirements

• Bachelor’s degree in business, finance, financial planning, or a relevant field
• 3+ years of industry experience
• Takes initiative and prides themselves on precision and reliability
• Excellent at conveying ideas, both in writing and speaking
• Experienced with financial planning tools

Nice To Haves

• CPA designation is a plus
• Recent graduates in financial planning fields are encouraged to apply
• Work well with a team to achieve common goals

Responsibilities

• Prepare client meeting materials.
• Use financial planning software to support the advisor team.
• Input client data and support the financial advisor team with comprehensive financial plans.
• Manage performance reporting software and asset allocation programs.
• Communicate with advisors and service team.
• Create monthly reports and assist with data analysis.

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees