Financial Paraplanner​/Trader

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The Lead Trader/Paraplanner is a highly motivated and detail-oriented individual. Their purpose is to support our advisory team in delivering exceptional financial planning and investment management services. This individual will play a key role in trading, investment implementation, financial plan preparation, and day-to-day client service. The ideal candidate has a strong understanding of financial markets, portfolio construction, annuities, life insurance, and client service within a wealth management environment.

• Execute trades and manage model portfolios through Envestnet and Wealthscape.
• Prepare, update, and maintain financial plans using eMoney Advisor.
• Support advisors in developing investment and retirement planning strategies.
• Assist with annuity, mutual fund, and managed account transactions.
• Conduct portfolio reviews, performance tracking, and rebalancing.
• Maintain accurate client records and ensure compliance with firm procedures.
• Prepare meeting materials, reports, and follow-up documentation.
• Coordinate with custodians and product partners to ensure smooth account operations.
• Contribute to the ongoing development of efficient processes and best practices for the firm’s trading and planning systems.

• Series 7 and 66 required (or ability to obtain promptly).
• Ability to obtain Texas Life and Health Insurance License within 90 days of hire.
• Bachelor’s degree in Finance, Economics, or related field preferred.
• 1–3 years of experience in a registered investment advisory or brokerage environment.
• Proficiency with Envestnet, Wealthscape, and eMoney Advisor required.
• Working knowledge of annuities, mutual funds, and portfolio management principles.
• Strong analytical and organizational skills with a high attention to detail.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.