Company Overview

WGG Wealth Partners is a leading financial planning firm committed to providing exceptional investment solutions and superior client service. Our firm specializes in offering comprehensive financial advisory services to individuals and businesses, helping them achieve their financial goals and secure their future. We are currently seeking a skilled and team-oriented individual to join our practice as a Financial Planning Assistant – Licensed Paraplanner.

Financial Planning Assistant

The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a dynamic team environment. You will play a vital role in delivering outstanding service to our valued clients by providing client relationship and account support, resolving client issues and be the first point of contact for both prospective and existing clients.

Responsibilities

Respond to client inquiries including researching answer to client questions.
Track prospective clients and guide through implementation process.
Provide Advisor support to prepare for client meetings, including preparing any necessary forms.
Prepare correspondence and financial planning deliverable letters for clients.
Follow up with clients to check in, maintain and develop the client relationship and follow up regarding Advisor recommendations to client.
Receive client trade instructions and work with Advisors on implementation.
Process client transactions on Thompson ONE Brokerage Platform.
Update client database with all client communication and activities.

Qualifications

Bachelor's degree or equivalent work experience.
Active Series 7 and Series 66 licenses (or planning to obtain licenses within 6 months)
Prior experience working with a broker/dealer, financial advisor, mortgage, or banking industry in a customer/client support, paraplanner or related role.
Strong attention to detail, organizational abilities, and time management skills.
Ability to work independently and as part of a team in a fast-paced, goal-oriented environment.

Compensation and Benefits

Why Choose WGG! Comradery

If you're looking to grow your career in financial planning and make a tangible impact within a supportive team, we encourage you to apply.

WGG Wealth Partners

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Financial Planning Assistant