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Valmark Financial Group · 6 hours ago

Jr. Paraplanner

Houston, TX

Full-time

Onsite

New Grad, Entry Level

Valmark Financial Group is an independent Registered Investment Advisory firm specializing in financial independence and wealth preservation. They are seeking an Entry-Level Paraplanner to support their Financial Planning team, providing assistance in client onboarding and data management while gaining exposure to financial planning tools and practices.

Financial Services

Responsibilities

Assist with onboarding new clients, gathering financial information and providing assistance in engagement process

Enter and maintain client data in financial planning and wealth management systems

Assist clients with online assistance and access to client portals

Help monitor and update account and data connections within planning software

Access provider websites for statements, performance reporting, status and confirmations

Prepare and update basic materials for client meetings and reviews

Participate in internal meeting preparation, attend meetings for note taking purposes and post-meeting follow-ups including billing

Organize client meeting documents for client delivery and recordkeeping

Provide CRM updates and update task management systems after client meetings

Support the team in completing follow-up items and client requests

Conduct basic research on financial planning topics as needed

Collaborate with client service on post-meeting tasks when requested

Support other lines of business as assigned

Learn and adopt firm processes, workflows, and financial planning best practices

Qualification

Financial planningTechnologyMicrosoft Office SuiteOrganizational skillsCommunication skillsCFP® pursuitPositive energyUnwavering dedicationDo the right thingAttention to detailCollaboration