Senior Client Service Associate​/Paraplanner

Job description

Stratos Wealth Partners is a successful, growth-oriented Wealth Management team. We have an opportunity for an experienced Senior Client Services Associate / Paraplanner in our Metairie, LA office.

The firm is seeking an experienced individual (5+ years in the business) to partner with their lead advisor and focus on existing affluent client base to provide comprehensive wealth management solutions. This is a fantastic opportunity to develop within a successful business and gain access to outstanding market and growth opportunities while adding stability and capacity to the overall business operation.

• Provide outstanding service and responsiveness to existing client inquiries and needs, delivering solutions and aligning resources to create an outstanding client experience.

• Work directly with the Lead Advisor to provide support for financial planning and client relationship service.

• Develop Financial Planning Solutions based on identified risk tolerance, cash flow strategies and appropriate risk and retirement management needs.

• Provide consultative solutions pursuant to client personal and/or business financial objective.

• Gain a thorough understanding of each client's financial situation to help create and deliver suitable investment strategies.

• Leverage technology solutions (CRM, Financial Planning & client reporting tools) to enhance client experience and maintain client service records.

• Stay abreast of significant changes or developments (e.g. taxation, regulatory, legal, competitive, and technical) within the fields of financial planning and investments.

• Maintain all required licenses and designations.

• Maintain an in-depth understanding of compliance, regulatory and departmental policies and procedures.

Job Type: Full-time

• Financial planning: 3 years (Required).

• LPL Experience (Preferred).

• Familiarity with wealth management systems CRM and financial planning software.

• Bachelor's (Required).

• CFP (Preferred).

• FINRA Series 7, 66, or 65 and 63 licenses required.

• 401(k).

• Paid time off.

• Bonus.

• Minimum of 3+ years related financial planning and client relationship management experience.

• 4-year degree.

• CFP® Designation or CFP® candidate preferred.

• FINRA Series 7, 66, or 65 and 63 licenses required.

• Exceptional client relationship management skills - both internal and external client facing.

• Consummate Team Player.

• Positive attitude with the ability to effectively manage change and adapt in a continual and rapidly changing environment.

The successful candidate for this position must be highly motivated, able to multi-task effectively, have strong attention to detail, good written and verbal communication skills, and be willing to work independently.