Financial Integrators · 8 hours ago
Paraplanner (Client Service Representative)
Joplin, MO
Full-time
Hybrid
New Grad, Entry Level
0+ years expFinancial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. The Paraplanner role involves supporting advisors and clients by preparing for meetings, managing follow-ups, and ensuring exceptional client service.
AdviceConsultingFinancial ServicesProfessional ServicesRetirementWealth Management
Responsibilities
Prepare comprehensive agendas for client meetings, ensuring advisors have the necessary data and documentation at their fingertips
Coordinate and track post-meeting follow-up tasks with high attention to detail
Collaborate across internal teams to ensure 'action items' move forward seamlessly from concept to completion
Learn the firm’s operational workflows from the ground up, assisting with administrative tasks that keep the practice running smoothly
Identify opportunities to improve process efficiency and documentation within the Paraplanning team
Analyze historical and projected transactions for client review meetings, while managing ongoing cash flow requests and liquidity needs
Maintain data integrity and accuracy within our systems to ensure client financial roadmaps remain up to date
Resolve client inquiries in a timely, professional, and empathetic manner
Initiate and track client service requests, managing them through the entire lifecycle to ensure full resolution
Serve as a reliable point of contact, ensuring a consistent and professional experience for every individual and family we serve
Contribute to a supportive team environment by sharing knowledge and assisting colleagues during peak periods
Engage in continuous learning to stay current on financial services industry trends and internal compliance requirements
Qualification
Required
Bachelor's degree, certification, or equivalent experience
0–2 years of experience in the financial services industry
Strong financial acumen and analytical thinking
Excellent verbal and written communication skills
High attention to detail and accuracy
Ability to work independently and collaboratively within a team
Strong client service mindset and interpersonal skills
Organized, proactive, and capable of managing multiple tasks
Licensing is not required for this role
Benefits
Comprehensive medical, dental, and vision options
Company-paid disability and life insurance
PTO
Paid holidays
Volunteer time off
Paid parental leave
401(k) plan
Robust Employee Assistance Program for professional support
Company
Financial Integrators
At Financial Integrators we believe many people lack professional guidance in an ever-growing complex financial world.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Greg McLaughlin
Financial Advisor
Company data provided by crunchbase