Paraplanner/Financial Planner/Trading & Portfolio
Job Description
We are seeking a highly driven, competitive Paraplanner/ Financial Planner/Trading & Portfolio role to join a fast-growing, high-standards financial practice. This role is built for a top performer, someone who thrives in a results-oriented environment, values precision, and wants to play a meaningful role in investment execution and client success.
This is not a passive support role. You will be a trusted professional with direct responsibility for trading, portfolio execution, and plan implementation, working closely with lead advisors to deliver exceptional outcomes for clients.
What Sets This Role Apart
- You will be hands-on with managing firm trading and portfolio execution
- Your accuracy, speed, and discipline will directly impact client results
- You’ll work in a high-expectations, team-driven environment that values initiative and accountability
- Performance, ownership, and contribution are recognized and rewarded
Key Responsibilities
- Execute securities trades with precision, efficiency, and full regulatory compliance
- Partner closely with lead Financial Planners to prepare client strategies, meeting materials, and follow-ups
- Support financial planning analysis, implementation, and ongoing plan execution
- Manage portfolio updates, rebalancing, and allocation changes
- Maintain clean, accurate, and compliant client account records
- Communicate professionally with clients regarding account activity and service items (as appropriate)
- Coordinate with custodians, broker-dealers, and internal team members to resolve issues quickly
- Take ownership of tasks from start to finish with minimal oversight
- Contribute as a team player in a high-performance, growth-focused culture
Required Qualifications
- Active Series 7 and Series 63 licenses (REQUIRED)
- Experience as a Paraplanner, Financial Planner, or Financial Services Associate
- Strong understanding of investment products, trading, and portfolio mechanics
- Exceptional attention to detail, especially in trade execution and documentation
- Ability to thrive in a fast-paced environment with multiple priorities
- Highly driven, competitive mindset with pride in quality and results
- Strong communication and organizational skills
Preferred Qualifications
- Experience in an RIA or broker-dealer environment
- Familiarity with custodial platforms, CRM systems, and financial planning software
Who Thrives Here
- Professionals who take ownership and follow through
- Individuals motivated by high standards and responsibility
- Team-oriented performers who elevate those around them
- People who want to grow, advance, and be trusted with more over time
What We Offer
- Competitive compensation based on experience and performance
- Meaningful responsibility and trust from day one
- Direct exposure to senior advisors and complex planning work
- A collaborative, high-performance culture
- Long-term growth opportunities for top contributors
If this role aligns with your experience and ambition, we encourage you to apply!
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Wichita, KS
Discover exciting job opportunities in and around Wichita, Kansas! Known as the "Air Capital of the World," Wichita offers a thriving job market in aviation, healthcare, and manufacturing industries. Nestled along the picturesque Arkansas River, this vibrant city boasts a dynamic arts scene with the Wichita Art Museum, Orpheum Theater, and Exploration Place. Enjoy the distinct flavors of Kansas with BBQ joints like Pig In Pig Out and Delano Barbeque Company. Cheer on the Wichita Wind Surge at Riverfront Stadium or explore the scenic beauty of Botanica Gardens and Sedgwick County Park. Start your career journey in Wichita today and experience the warm hospitality and endless opportunities this region has to offer!