CLA Wealth Advisors, LLC is hiring a Paraplanner (Wealth Advisor Assistant) in our Dallas, TX office.
The Paraplanner participates in the financial planning and investment advisory process in conjuction with CLAs Wealth Advisory Service Teams policies and procedures. S/he consistently follows high standards of business and professional ethics as well as legal and regulatory requirements when working with others and/or conducting work activities. S/he provides client relationship service through managing, gathering, and analyzing client data, helping prepare preliminary financial plans and other client deliverables, and working with clients to identify & reach their goals, resolve issues and other practice management tasks as needed. The Paraplanner responds to client service requests including, but not limited to initiating trades and transactions as well as ad hoc requests. S/he and coordinates and tracks projects. Responsibilities and time allocation may change over time to meet the needs of the practice and clients.
Summary of Work Activities and Accountabilities:
The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
Minimum Required Experience, Education and Certifications
Experience: 1+ years of prior experience as a Paraplanner or related position preferred.
Software: Money Guide Pro software experience is highly preferred
Education: Associates degree in Accounting, Finance, or a related field; or combination of equivalent education & experience/ FINRA registered Series 65 license or registered Paraplanner certificate.
Certification/ Licenses: None required with Associates degree; FINRA registered Series 65 license or registered Paraplanner certificate required without Associates degree.
CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, disability status, protected veteran status, national origin, or any other characteristic protected by law.
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CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients enterprise value and assist them in growing and managing their related personal assets all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 5,000 people and 100 US locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
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CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities
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