Benzer Capital Hiring for Paraplanner at Remote Full Time

About Us

We are a boutique wealth management firm in Southwest Houston, Texas providing investment management, advanced planning and tax preparation services to affluent families. Our mission to help our entreprenuerial clients preserve their wealth for generations to come. We are looking for an individual who is diligent and provides high quality support to the Practice and service to our Clients.

About the Position

A Paraplanner assists Principal Advisor in creating and delivering a unique client experience that defines and differentiates the practice. Associate will consistently follow high standards of professional ethics, legal and regulatory requirements.

Responsibilities include:

– Provide a best-in-class service experience to a select group of clients, Principal Wealth Advisor and internal associates. This entails frequent communication with clients and internal associates – both verbally and in writing

– Serve as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority tasks

– Providing direct support to Principal Wealth Advisors in daily aspects of client service, advising, and plan execution

– Coordinate timely onboarding and new business processes within internal guidelines

– Manage and synthesize client data in various systems, create financial plans, briefs, and synopsis

– Prepare preliminary planning recommendations and review/edit them for accuracy and completeness

– Prepare initial product solutions and illustrations for advisor review and use in client meetings

– Prepare charts, graphs, tables, and other visual aids to be used in implementation meetings with clients

– Develop tax, estate, portfolio, and robust solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables

– Execute client service model, process requests, and resolve service issues

– Meeting prep and follow up of action items

– Review and update client information as needed.

– Prepare and review paperwork to implement strategies and recommendations

– Work with clients to resolve issues and help make progress towards goals

– Maintain client contact during the financial planning process.

– Respond to ad hoc requests, coordinate/track projects

– Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts

– Additional projects as needed or proposed

Important Details To Know:

We hire rockstars in financial services and we support and provide assistance with transition and professional development.

Part time Contract Position

Fully Remote or Hybrid

About You

Education and Experience We Value:

Prior experience with a financial advisory practice is required

Proficient and comfortable with digital tools, onboarding and servicing

Must have or be in the process of receiving relevant education and licenses – CFP® or equivalent.

Qualities We Believe are Important:

Organized, attention to detail with phenomenal due diligence

Confidential, efficient and effective

Ability to manage various business functions of the practice

Polite and clear manner online, on-phone or in-person

Entrepreneurial perspective

Job Types: Contract, Part-time

Schedule:

• 4 hour shift
• 8 hour shift

Experience:

• Financial planning: 2 years (Preferred)

License/Certification:

• CFP Certificate or Enrolled in a program (Preferred)

Work Location: Remote