Paraplanner

Hawkins Wealth Management

North Liberty, IA Financial Services & Banking
Hawkins Wealth Management, a growing wealth management firm, is seeking a Paraplanner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!  

Our mission at Hawkins Wealth Management is to have close relationships with our clients, helping them realize their hopes and dreams is truly what makes life better…for all of us. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!

Description
The Paraplanner is responsible for the creation and maintenance of the financial plans for the firm’s clients. Responsibilities include data gathering, modeling, case design, scenario building, and plan development. May participate in client meetings, but not in an active capacity. Extraordinary attention to detail is extremely important for this role.

Responsibilities & Activities
  • Prepares and distributes Wealth Plan Questionnaire, risk tolerance questionnaire, and other document requests to clients  
  • Enters client information into financial planning software and generates wealth plans
  • Assists clients in aggregating their accounts into the Client Portal
  • Assists other advisors with client service, including preparing for client meetings, plan updates, portfolio changes and reviews, information data gathering, and implementation of recommendations
  • Reviews and modifies systems to enhance the wealth planning experience
  • Continually looks for ways to improve the wealth planning process
  • Develops and maintains written systems of all wealth planning activities
  • Completes special projects as needed
  • Serves as back-up for Trading Desk
  • Utilizes the firm’s systems, processes, and technology 
Educational & Industry Requirements
  • Bachelor’s degree in business administration, accounting, finance, or similar field of study. 
  • Minimum of three years of financial planning, wealth management, or public accounting experience.  Ideally, two to three years of experience in a financial planning firm.  
  • Series 65 or CFP® certification helpful
Knowledge, Skills, & Abilities
  • Extreme attention to detail
  • Strong analytical and communication skills
  • Excellent interpersonal skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • A burning desire to succeed
  • An ability to handle multiple tasks and handle stress
  • Proficiency with Microsoft Office Suite
  • Team-oriented with strong integrity and professionalism
  • Exceptional analytical and critical thinking skills
  • Attendance is an essential function
Compensation & Benefits
  • Total compensation package includes; 
    • Competitive salary
    • 401(k) with company match and profit-share potential
    • Medical, Dental, Vision, Short-term Disability & Long-Term Disability insurances available
    • PTO & paid holidays
Hawkins Wealth Management is an Equal Opportunity Employer. We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.

For more information about our company, please visit our website www.hawkinswealth.com. 

Application Instructions:

If you’re interested in this opportunity, please send your resume and letter of interest to Nicole Parsons at nicolep@hawkinswealth.com. Given the high demand for this position, we are only able to contact the most qualified candidates.  

Applying for:

Paraplanner

Hawkins Wealth Management

(.DOC, .DOCX, .PDF, .RTF, .TXT, .ODT, .PAGES, .WPS up to 2MB)

Job ID: 67201

Posted 27 days ago

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