Paraplanner

Listing Title:
  Paraplanner
Company Name:
  Nold Bryant Planning & Investments
Title of Position:
  Paraplanner
Description:
  Job Description: Paraplanner

Location: St. Joseph, MO

About Nold Bryant:

Nold Bryant is a forward-thinking wealth management firm dedicated to delivering personalized financial strategies to our clients. Our commitment to excellence and growth drives us to build a strong, collaborative team that thrives on helping individuals and families achieve their financial goals.

Position Overview:

We are seeking a detail-oriented and motivated Paraplanner to join our team with a clear pathway for those that choose it to becoming an Associate Wealth Planner. This role is ideal for someone passionate about financial planning, eager to grow their career, and committed to providing exceptional client service.

Key Responsibilities:

As a Paraplanner, you will:

Support advisors in preparing comprehensive financial plans and recommendations.
Conduct detailed research and analysis on financial products, investment strategies, and market trends.
Assist with client onboarding, including gathering and organizing financial data.
Create and maintain accurate client files, ensuring all compliance and regulatory requirements are met.
Participate in client meetings, take notes, and follow up with actionable items.
Develop proficiency in financial planning software and tools used by the firm.
Qualifications:

Bachelor's degree in Finance, Economics, Business, or a related field.
Progress toward or completion of CFP® certification preferred.
0–2 years of experience in financial planning, investment management, or a similar role.
Strong analytical, organizational, and problem-solving skills.
Excellent verbal and written communication abilities.
Willingness to learn various financial planning software.
What We Offer:

A structured career path to grow into an Associate Wealth Planner role.
Competitive salary and benefits package, including health insurance, dental insurance, paid time off, and 401k.
Opportunities for professional development and continuing education.
A collaborative and supportive team environment.
How to Apply:

If you’re ready to start your journey toward making a meaningful impact in the lives of our clients, we’d love to hear from you.

Job Type: Full-time

Pay: $40,000.00 – $60,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Schedule:

Monday to Friday
Work Location: In person

Link to Application (if applicable):
  https://www.indeed.com/viewjob?jk=60b63db6f0a135e6&from=shareddesktop&utm_source=hs_email&utm_medium=email&utm_content=345163379&_hsenc=p2ANqtz-9yui5Bl2nGpWUaztHGGTLWGIyW6YJIifqMwe-KpANMRqij4Nj34S9jOoqyuXiSMZRA-73ub10jBbe9WkjtkYDS5kGTzQ
Name of Contact:
  Christian Bryant
Email Address of Contact:
  christian@noldbryant.com