Paraplanner
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Overview
Job Description
Small Wealth Management — Little Rock, AR
Full-time | On-site
About the Role
Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service.
What You’ll Do
Client Service & Relationship Management
- Build and maintain professional relationships with clients.
- Handle account inquiries and escalate as needed.
- Serve as a primary point of contact for advisor and client communications.
Paraplanning & Advisor Support
- Prepare financial plans and conduct investment research.
- Complete trades and transactions accurately.
- Prepare agendas, reports, forms, and documentation for client meetings.
- Maintain Salesforce notes and client follow-up tasks.
Operations & Workflow Management
- Prepare and submit new business paperwork.
- Coordinate transfers, rollovers, wires, and deposits.
- Maintain documentation within CRM and workflow systems.
Administrative Support
- Process expense reports and prepare client correspondence.
- Scan, organize, and maintain digital files.
- Support advisors with office tasks and projects.
Requirements
Qualifications
- Bachelor’s degree
- Series 7 and 66 (or 63/65)
- Excellent communication and client service skills
- Strong attention to detail and organization
- Proficiency with Microsoft Office Suite
- Ability to multi-task in a fast-paced environment
- High integrity and confidentiality
- Minimum of 3 years experience in the financial planning or wealth advisory industry
Who Succeeds in This Role
- Dependable, proactive, and service-minded
- Detail-oriented with strong accuracy
- Excellent communicator and team collaborator
- Organized and able to handle multiple tasks
- Motivated by helping clients achieve clarity and confidence
About Small Wealth Management
Since 1999, Small Wealth Management has been driven by a commitment to empower clients to understand, achieve, and maintain financial independence with confidence and clarity. Our legacy is helping build yours.
How to Apply
Submit a resume and cover letter
Small Wealth Management is an equal opportunity employer.
Benefits
Salary: $65,000–$85,000 per year
Schedule: Monday–Friday, 8am–5pm
Work Location: Onsite
Benefits: 401(k) with contribution, health/dental/vision, PTO, bonus opportunity, and 10 paid holidays.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
