Paraplanner

About the role

Servitium Wealth Management is seeking a Paraplanner to join a growing, client-focused advisory practice. This role is designed for someone with foundational industry experience who can step in quickly, support advisors, and deliver a high-quality client experience.

Key Responsibilities

• Client Service & Relationship Support
• Serve as a key point of contact for client service needs
• Communicate with clients regarding account activity, follow-ups, and requests
• Support advisors in delivering a seamless and responsive client experience
• Account Management & Operations
• Process new business, account opening, and ongoing account maintenance
• Handle client confirmations and service-related requests
• Cook up with custodians and internal partners to resolve issues
• Meeting Preparation & Execution
• Prepare client meeting materials and documentation
• Support pre- and post-meeting workflows, including follow-ups and task tracking
• Systems & Documentation
• Maintain accurate client records within CRM systems
• Utilize tools such as Salesforce, MoneyGuide, and eMeeting (preferred)
• Ensure compliance with firm and regulatory standards

Ideal Candidate Profile

• Required Qualifications
• 1 - 2+ years of experience in financial services, wealth management, or a related role
• A strong understanding of client service and operational workflows
• A high attention to detail and strong organizational skills
• The ability to manage multiple priorities in a fast-paced environment
• Preferred Qualifications
• FINRA licenses (Series 7 and/or 66) or willingness to obtain within 12 months
• Experience with CRM systems (Salesforce preferred)
• Familiarity with financial planning tools (e.g., MoneyGuide)

Professional Strengths

• Strong communication and client-facing skills
• Proactive and able to take initiative without constant direction
• Coachable, adaptable, and eager to grow within the industry

Compensation & Benefits

• Base Compensation:
• $26.50 – 36.00 (commensurate with experience and licensing)
• Hourly, non-exempt
• Incentive Compensation:
• Structured bonus opportunity
• Benefits Include:
• 100% employer-paid health insurance (employee coverage)
• Dental, vision, and disability insurance
• SIMPLE IRA
• Accrual-based PTO
• Paid market holidays + additional holiday flexibility
• Reduced in-office schedule and flexibility around year-end

Growth Opportunity

This role is designed for someone who wants more than just a job. Servitium Wealth Management is seeking a team member who can grow with the practice—taking on increased responsibility over time and potentially progressing into more advanced planning or advisory functions.

Equal Opportunity Employer

Servitium Wealth Management is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.