Paraplanner

People People • Lenexa, KS

2d • Onsite

About The Position

Our purpose is to provide Peace of Mind. We take this seriously and intentionally recruit transparent individuals for our team who are of high integrity, self-motivated, and driven to continually improve. As a Paraplanner you have a variety of responsibilities surrounding our Wealth Management Reviews. You primarily provide technical and operational support for our Wealth Advisors. You are expected to be a team player, and you occasionally could correspond directly with our clients. You may participate in client meetings but not in an advice capacity. You will have no business development requirements, and you will have opportunity for advancement. This position will also share responsibility for greeting and directing clients and other visitors; for screening and routing telephone calls and performing a variety of other office duties.

Requirements

• High integrity
• Self-motivated
• Driven to continually improve
• Team player

Nice To Haves

• Proficiency with Microsoft Office (particularly Excel/PowerPoint), Schwab Advisor Center, Tamarac, Advisor Engine, Adobe Acrobat, Modestspark.

Responsibilities

• Become proficient with software we regularly use, such as Microsoft Office (particularly Excel/PowerPoint), Schwab Advisor Center, Tamarac, Advisor Engine, Adobe Acrobat, Modestspark, etc.
• Maintain our schedule of Wealth Management Reviews with our existing clients and our prospective client pipeline.
• Obtain and update client financial information.
• Prepare financial reports such as Stock Incentive Summaries, Statements of Net Worth, Retirement/Education Projections, Life Insurance Needs, and ension/Social Security Claiming Strategies.
• Compile and understand other important reports which comprise our Wealth Management Review books such as Investment Returns/Allocations, Projected Income, YTD Taxable Activity, Recent Transactions, etc.
• Understand and maintain records related to Income Tax, Estate, Insurance, and Philanthropic planning.
• Assist in interpreting tax documents issued by our custodian(s).
• Ensure follow-up letters to client meetings are processed timely.
• Greeting and directing clients and other visitors.
• Screening and routing telephone calls.
• Performing a variety of other office duties.

Benefits

• Salary commensurate with experience (80% base and 20% production)
• Opportunity for advancement
• Up to an additional $5,000 annually in incentive bonuses based on objective goals
• Compensation increase of $10,000 annually upon passing the CFP® exam, retroactive to the date of the exam
• Reimbursement for CFP® exam preparation and testing costs up to $6,000
• 401(k) plan with 150% match on the first 6% of contributions
• Profit Sharing Plan with potential annual discretionary contributions
• Group health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Short-term disability insurance
• Long-term disability insurance
• 15 paid personal days annually (includes sick days)
• Paid holidays (all days the securities markets are closed)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed