Paraplanner - Northwest Austin, TX

Advisor Talent Solutions•Austin, TX

3d•Hybrid

About The Position

REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning. Our mission statement is to “Empower families to reimagine what matters most”. Our home office is in Northwest Austin, TX . The purpose of the Paraplanner is to provide superior service to our financial advisors, existing clients, and prospects. This position will support our financial advisors in servicing prospects by preparing for meetings, investment research, making preliminary financial planning recommendations and coordinating prospect meetings.

Requirements

Prior experience working in financial industry required
3+ years working with a Financial Advisor in a fast-paced office environment
Texas Life Insurance & Securities License(s) preferred
Proficiency in MacOS

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

The research of information from providers of financial products, promoting and assisting with the sale of financial products
Liaison between the Advisors and team members
Thorough notes are recorded during advisor appointments and promptly entered into CRM and retirement software systems
Assist in designing financial strategies by preparing case files, retirement analysis, social security analysis, Medicare analysis, and risk analysis reports
Follow-up with prospects to collect required financial statements and personal information
Track and schedule all follow-up meetings until the Advisor closes business
Assist with preparing new client paperwork and collecting signatures as needed
Maintain and track all open opportunities, make calls to prospects and cold leads, manage drip campaigns and follow up with calls, emails, and gifts to prospective clients.
Prepare documentation for appointments such as client presentations.
Attend workshops; help with equipment set up and book appointments.
Connect and build rapport with leads, prospects, and clients to better assist our Advisor(s).
Commit to education by continually staying abreast of legislative changes in the industry as well as product knowledge.
Maintain current Advisor’s licenses and appointments with agencies and companies
Order & stock new business applications and marketing brochures
Receive incoming client service calls in a friendly, warm manner