Paraplanner & Investment Specialist
Listed on 2026-07-16
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services, Financial Analyst
RSF Wealth Management is one of the top private wealth management firms at Northwestern Mutual in Houston, Texas and we are seeking a highly skilled and motivated Paraplanner & Investment Specialist to join our dynamic team. The ideal candidate will possess strong organizational skills with a high level of attention to detail. This role requires a strategic thinker who can effectively create financial plans, manage our account opening process, provide a high level of service to our clients, and navigate cases in collaboration with our team and professional resources.
Duties- Create Financial plans for HNW clients and prospects in collaboration with our CFP
- Liaison between our clients and investment processing team, CFA, and Director of Wealth Services
- Support investment team as needed to open, fund and trade (with licenses) investment accounts
- Update internal reports and present data to firm with high level of organization and detail
- Manage ongoing maintenance of portfolios, and care of clients
- Prepare meeting materials for quarterly and annual reviews
- Provide support to other team members as needed
- Bachelor degree in Finance, Business or related field or related work experience
- Ability to obtain licensing within 6 months:
- Texas Life/Health + Series 6 or 7 + 65 or 66
- Ability to work from RSF office - M-Fr 8:45a.m-5p.m.
- Ability to pass background check
- Excellent written and verbal skills
- Grit, positive attitude, high level of integrity, ability to maintain confidentiality, tech savvy
- A proactive approach to problem-solving and decision-making in high-pressure environments
- Proven track record of being organized and having high attention to detail
Desire to grow your career in wealth management
Compensation and Benefits- W2 Salary and Growth Opportunities
- 401k, Medical, Dental, and Vision Benefits
- Group Life and Disability Benefits
- Paid Parking, Laptop, and Workspace
If you desire to work with a growth-oriented team and are friendly, detail oriented, and highly organized we encourage you to apply for this exciting opportunity.
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