Paraplanner / Trader

Job description :

Paraplanner / Trader (RIA)

Fort Worth, TX (on-site)

Salary range : $85k-$105k doe, plus bonus

Our client is a thriving Registered Investment Advisor (RIA) firm that

is managing $3.5 billion in assets and growing rapidly. The company

seeks an experienced, detail-oriented and highly motivated Lead

Trader / Paraplanner to support its advisory team in delivering

exceptional financial planning and investment management services.

Position Overview :

The Lead Trader / Paraplanner will play a key role in trading, investment

implementation, financial plan preparation, and day-to-day client

service. The ideal candidate has a strong understanding of financial

markets, and experience in portfolio construction, trading, and client

service functions within a wealth management environment.

Key Responsibilities of the Paraplanner / Trader :

• Execute trades and manage model portfolios through Envestnet and

Wealthscape.

strategies

procedures.

account operations.

best practices for the firms trading and planning systems.

Qualifications :

Qualifications of the Paraplanner / Trader :

FINRA Series 7 and 66 required (or ability to obtain

promptly).

Ability to obtain Texas Life and Health Insurance License

within 90 days of hire.

Bachelors degree in Finance, Economics, or related field

preferred.

13 years of experience in a registered investment advisory or

brokerage environment.

Proficiency with Envestnet, Wealthscape, and eMoney Advisor

platforms required.

Working knowledge of annuities, mutual funds, and portfolio

management principles.

Strong analytical and organizational skills with a high

attention to detail.

Excellent communication and interpersonal skills.

Ability to manage multiple priorities in a fast-paced,

client-focused environment.

Why is This a Great Opportunity :

What the Position Offers :

Opportunity to shine as key member of operations team,

reporting to Lead Advisor

Hone skills in a small, supportive office culture; dedicated

professionals

Great potential for advancement in a growing firm

Competitive salary with bonus, 401(k) with match, and

insurance stipend (medical benefits not offered at this time)