Paraplanner

Paraplanner (Hybrid)

Dallas, TX

As a Paraplanner, you will work closely with our advisory team to support the financial planning process and help deliver an exceptional client experience.

Responsibilities include:

• Prepare financial plans and planning recommendations.
• Assist advisors with client meeting preparation and follow-up.
• Prepare and process investment account paperwork.
• Support discretionary trading activities as appropriately licensed.
• Conduct account and portfolio analysis.
• Prepare reports and presentation materials for client meetings.
• Research planning strategies and investment solutions.
• Coordinate client service requests with the advisory and operations teams.
• Maintain accurate client records and documentation.
• Utilize Ameriprise systems and technology to support daily workflow.
• Collaborate with advisors and support staff to ensure efficient practice operations.
• Participate in ongoing process improvements and operational initiatives.

This position offers much more than a traditional paraplanner role. As our Dallas presence continues to grow, you’ll have the opportunity to help establish our local footprint while working alongside a highly experienced advisory team serving clients nationwide.

We are committed to developing our team members and believe in promoting from within whenever possible. For the right individual, this position offers long-term career growth and the potential for expanded responsibilities as the practice continues to evolve.

We pride ourselves on creating a collaborative, supportive environment where employees are valued and encouraged to grow professionally.

• A collaborative, team-first culture
• Weekly team meetings and open communication
• Semiannual strategic planning and team‑building retreats
• Leadership committed to mentoring and professional development
• Long‑tenured employees with very low turnover
• Opportunities to contribute ideas and improve practice operations

Although this position is based in the Dallas area, you’ll work closely with our California‑based team and become an integral part of our growing organization.

This is a hybrid position based in the Dallas, Texas area.

Candidates should be comfortable working independently while also participating in in‑person onboarding, training, team meetings, and other collaborative activities as needed. As our Dallas presence grows, this role will become an important part of that expansion.

Wisdom Wealth Management is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process. Successful completion is required for employment in accordance with applicable laws.

• Series 7 and Series 66 licenses
• Previous experience as a Paraplanner, Financial Planning Assistant, or similar wealth management role
• Strong understanding of financial planning concepts, investment operations, and trading support
• Excellent organizational and time management skills
• Exceptional attention to detail
• Strong written and verbal communication skills
• Ability to work independently while collaborating with a highly engaged team

• Previous Ameriprise Financial experience
• Life & Health Insurance license
• Experience supporting multiple financial advisors
• Bachelor’s degree preferred; equivalent industry experience will also be considered

• $43.27-$52.88 hourly/non-exempt
• Compensation is based on experience, licensing, and qualifications. Bonus opportunities may also be available.

We believe our employees are our greatest asset and offer a comprehensive benefits package designed to support your health, financial well‑being, and work‑life balance.

Our benefits include:

• 100% employer‑paid medical insurance for employees
• Company‑paid Basic Life Insurance
• Voluntary Short‑Term and Long‑Term Disability Insurance
• Dental and Vision Reimbursement of up to $2,000 annually for eligible expenses for employees and qualifying family members
• 401(k) Retirement Plan with employer matching contributions and profit‑sharing opportunities
• Generous paid time off and paid sick leave
• Paid Birthday Holiday
• Professional development and long‑term career growth opportunities

Benefits are subject to eligibility requirements and applicable waiting periods.