Paraplanner - Arkansas Talent Group

Arkansas Talent Group is partnering with a leading financial advisory firm to help them find a Paraplanner in Tulsa, OK. This role offers a detail-oriented individual with a passion for financial planning an opportunity to join the team and play a crucial role in delivering exceptional financial solutions to clients.

In this position, you'll support the Vice President/Private Wealth Advisor by conducting in-depth research, analyzing market trends, and preparing comprehensive financial plans. Your meticulous approach and analytical skills will be key in developing investment strategies, ensuring regulatory compliance, and enhancing the clients' financial well-being. We're seeking a motivated individual with excellent communication skills, strong, knowledge, and a desire to grow in the financial services industry. If you're ready to contribute to a dynamic team and make a meaningful impact on clients' financial futures, we want to hear from you!

Duties will include:

• Build and maintain client relationships by addressing inquiries and supporting financial advisors.
• Assist in preparing financial plans, conducting investment research
• Facilitate fund transfers, execute trades, and process transactions efficiently.
• Organize client meetings, including scheduling, documentation, and updating Salesforce.
• Ensure accurate completion and submission of new business paperwork, including compliance and tracking.
• Coordinate marketing events, manage invitations, and handle compliance documentation.
• Address account inquiries and escalate issues to financial advisors when necessary.
• Adhere to compliance standards and maintain confidentiality.
• Provide general administrative support, including handling calls, processing expense reports, and document management

Ideal candidate will possess:

• Bachelor's degree, ideally in a finance-related discipline
• 2+ years related experience
• Currently Series 7 licensed
• Have or be willing to attain Series 66, preferred
• Excellent analytical and problem-solving skills
• Strong attention to detail and ability to work in a fast-paced environment
• Exceptional written and verbal communication skills

Benefits:

• Competitive salary, plus uncapped bonus opportunity
• Comprehensive health, dental, and vision insurance
• 401(k) retirement plan with 50% match up to 6%
• Paid time off (PTO)

For more information, please apply directly or get in touch with Jennifer Thompson at jennifer.thompson@arkansastalentgroup.com.

Arkansas Talent Group is a Permanent Placement Recruiting Firm, all considerations will be held confidential.