Company Description

At Messett Financial, we pride ourselves on helping clients make well-informed decisions through personalized financial planning tailored to individual needs in an environment that values relationships, trust, and attention to detail. The firm offers a comprehensive suite of products and services, including Financial Planning, Retirement Planning, Retirement Income Planning, and Education Funding Planning. With a small team, every role is essential to our client experience and operational success.

Role Description

This is a full-time on-site role for a Paraplanner, based in Flower Mound, TX. The Paraplanner will support our advisors in delivering high-quality financial planning, investment management, and client service. This role combines technical planning support, portfolio management assistance, and direct client interaction. The paraplanner will independently conduct review meetings for assigned clients and provide proactive services support across all client tiers.

Principal Responsibilities

Financial Planning Support

Gather, review, and organize client financial, legal, and investment documents
Input and maintain client data in financial planning software
Prepare financial statements, projections, and planning analyses
Identify planning gaps and summarize findings for advisors
Assist with planning recommendations related to retirement, investments, taxes, estate, and insurance

Investment & Portfolio Support

Assist with portfolio construction, maintenance, and rebalancing based on advisor criteria
Maintain accurate client cost basis and tax lot data
Prepare and distribute monthly, quarterly, and ad hoc performance reports
Maintain model portfolio performance data
Conduct investment research and maintain recommended security lists
Place trades through the firm's trading platform as directed

Client Service & Meetings

Serve as primary service contact for assigned clients
Independently conduct review meetings for assigned clients
Support advisors in preparation for higher-tier client meetings
Schedule, plan, and document client meetings using CRM software
Respond promptly to client questions and concerns
Make proactive and "no contact" service calls for clients across all tiers
Complete post-meeting follow-up and implementation tasks

Communications, Operations & Compliance

Draft client communications and prepare meeting materials
Maintain accurate, organized client records in accordance with compliance requirements
Track and follow up on outstanding transactions and paperwork
Coordinate with custodians, broker-dealers, and affiliated professionals as needed

Qualifications

BA or BS preferred
Minimum of three years client-facing experience in the investment/insurance industry
FINRA Series 7 registration, along with 63 & 65 or 66
Proficiency with computer programs, including Microsoft Office Suite, CRM software, and Financial Planning software
Excellent people skills, including active listening, effective communication, and professional and knowledgeable demeanor.
Ability to establish rapport with clients and coworkers
Sophisticated organizational skills with both physical resources (e.g., files, manuals, papers) and nonphysical resources (e.g., calendars, appointments, events, client contact records, images)
Attention to detail
Ability to:
Proofread and quality check own work in accordance with firm criteria
Proactively relate internal concerns to the president and vice president
Identify and solve problems in a timely, efficient, and effective manner
User resources available to answer questions and resolve independently
Use multiple technology platforms simultaneously
Prioritize workload and meet deadlines
Work independently

What We Offer

Base salary of $65,000 plus bonus potential
Direct client-facing experience with defined responsibility
Hands-on exposure to comprehensive financial planning and investment management
Mentorship and professional development within a collaborative advisory firm
Clear growth path for motivated professionals
Benefits:
401(k) plan with match
15 days of paid time off (PTO)
12 federal/company holidays

Messett Financial

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