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STRATOS · 3 hours ago

Sr. Client Service Associate/Paraplanner

Metairie, LA

Full-time

Onsite

Mid, Senior Level

$60K/yr - $90K/yr

5+ years exp

Stratos Wealth Partners is a successful, growth-oriented Wealth Management team seeking an experienced Senior Client Services Associate / Paraplanner in their Metairie, LA office. The role involves partnering with the lead advisor to provide comprehensive wealth management solutions and outstanding service to an affluent client base.

ConsultingFinancial Services

Growth Opportunities

Responsibilities

Provide outstanding service and responsiveness to existing client inquiries and needs, delivering solutions and aligning resources to create an outstanding client experience

Work directly with the Lead Advisor to provide support for financial planning and client relationship service

Develop Financial Planning Solutions based on identified risk tolerance, cash flow strategies and appropriate risk and retirement management needs

Provide consultative solutions pursuant to client personal and/or business financial objective

Gain a thorough understanding of each client's financial situation to help create and deliver suitable investment strategies

Leverage technology solutions (CRM, Financial Planning & client reporting tools) to enhance client experience and maintain client service records

Stay abreast of significant changes or developments (e.g. taxation, regulatory, legal, competitive, and technical) within the fields of financial planning and investments

Maintain all required licenses and designations

Maintain an in-depth understanding of compliance, regulatory and departmental policies and procedures

Qualification

CFP® DesignationFINRA Series 7FINRA Series 66Financial PlanningClient Relationship ManagementWealth Management SystemsTeam PlayerAttention to DetailCommunication Skills

Required

Minimum of 3+ years related financial planning and client relationship management experience

4-year degree

FINRA Series 7, 66, or 65 and 63 licenses required

Exceptional client relationship management skills - both internal and external client facing

Consummate Team Player

Positive attitude with the ability to effectively manage change and adapt in a continual and rapidly changing environment

The successful candidate for this position must be highly motivated, able to multi-task effectively, have strong attention to detail, good written and verbal communication skills, and be willing to work independently

Preferred

CFP® Designation or CFP® candidate preferred

LPL Experience (Preferred)

Familiarity with wealth management systems CRM and financial planning software

Benefits

401(k)

Paid time off

Bonus

Company

STRATOS

Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide.

Founded in 2008

Beachwood, Ohio, USA

501-1000 employees