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QuadCap Wealth Management, LLC · 13 hours ago

Paraplanner

Frisco, TX

Full-time

Onsite

New Grad, Entry Level

QuadCap Wealth Management, LLC is a boutique financial planning firm located in Frisco, Texas. The Paraplanner will provide superior customer service and assist financial advisors with investment and financial planning reports and preparation, while maintaining effective communication with clients and team members.

FinanceFinancial ServicesWealth Management

Responsibilities

Provide consistent and knowledgeable client communication

Schedule and prepare all documents for review meetings as well as follow up meetings

Receive and execute client service requests

Complete new account paperwork including but not limited to brokerage accounts, 529 plans, and donor advised funds

Initiate, process and track all account transfers

Maintain accounts and process necessary account forms and any changes to accounts

Perform money requests to include check request, journal requests, IRA distributions and wire transactions

Oversee the preparation of review materials for the advisor

Complete back-up duties and client projects as assigned

Enter data in financial planning software

Coordinate information with clients when there are questions about data accuracy

Prepare financial planning update report for advisor’s review

Update planning software account balances on at least a quarterly basis

Qualification

Financial planning softwareInvestment softwareCRM softwareBachelor’s degreeProblem resolutionDetail-orientedOrganizational skillsSelf-motivated

Required

Bachelor's degree in Personal Financial Planning or related experience

Strong problem resolution skills

Detail-oriented with a high degree of accuracy

Exceptional organizational skills; ability to multi-task and follow up with and meet deadlines

Experience with industry-specific planning, investment and CRM software, such as eMoney, MoneyGuidePro and Wealthbox

Self-motivated with the ability to handle a heavy workload and work both independently and under direction

Company

QuadCap Wealth Management, LLC

At QuadCap Wealth Management, we provide a truly personal, proactive and comprehensive financial planning service to individuals and families.

Frisco, Texas, USA

11-50 employees

https://www.quadcapwm.com

Funding

Current Stage

Early Stage

Leadership Team

Megan Lezar

Chief Operating Officer

Bob Knode, CFP®, EA

Partner / Senior Wealth Manager

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