Gessner Wealth Strategies, LLC, is an independent wealth management firm in Houston, TX, where financial planning and client service comes first. We are seeking a full-time experienced paraplanner to join our team. We have a strong culture, competitive salary, and an upbeat workplace that make our firm an outstanding employer of choice. Find out more about the firm at gessnerwealthstrategies.com
We pride ourselves on providing outstanding service to our clients through a personalized approach to financial planning and wealth management. This position will be working closely with the founder and owner of the firm, Michelle Gessner, CFP, MSM, CFBS, LUTCF. If you enjoy working in a fast-paced environment where every day will present new opportunities and challenges, you could be a great fit for this position!
CFP® candidates are encouraged to apply! Career path available to Associate Advisor and potentially Lead Advisor.
Salary and Benefits
- The salary range will be $75K-95K, based on experience
- PPO health insurance including dental and vision
- Short-term and long-term disability
- Life insurance
- 401(k) with a non-elective Safe Harbor contribution (firm pays into 401(k) even if you do not)
- Profit Sharing Plan
- PTO with additional sick time
- Strong firm culture based on improvement and growth
- Excellent opportunity for advancement!
Responsibilities
- Participate in client meetings
- Gather, organize, and synthesize client information within a financial planning context
- Analyze client situations and propose possible solutions in our financial planning process
- Communicate with clients on outstanding requests and issues
- Update and document tasks in our CRM – Redtail
- Provide top notch client service with systematic follow up
- Recommend process improvements for the firm on an ongoing basis – we want to hear how you can make the firm better!
- Take the lead on specific operations projects assigned throughout the year, such as tech stack review, creation of client surveys, analysis of marketing strategies, research ideas for client appreciation, compilation of firm statistics for annual compliance reports, review of quarterly firm billing statements, or annual reviews of firm benefits
- Qualify prospects that contact the firm and assist with onboarding new clients using our documented systems and processes
- Resolve issues effectively – seeing real problems and solving the problems in a practical and helpful manner
Requirements
- 3-5 years of financial services experience, preferably within an independent RIA
- 1+ year of experience as paraplanner or support advisor
- CFP® is a plus
- Series 65 license or willingness to obtain within the first 90 days
- MS Office skills with proficient Excel. Willing to take courses to advance Excel proficiency
- Strong interpersonal skills, with the ability to work well with clients and teammates
- Emphasizes careful attention to detail and a commitment to high-quality outcomes
- Self-Starter with ability to meet deadlines and manage your own time effectively – we do not micromanage
- Strong work ethic – willing to go the extra mile.
- Excellent verbal and written communication skills
- Good problem solving and time management skills
- Critical thinker who naturally looks for process improvements
- Ability to prioritize and manage projects as well as individually assigned tasks to meet deadlines
- NOT required, but would be a plus – experience with MoneyGuide Pro, Schwab or Fidelity, Redtail, Orion, Morningstar Advisor Workstation, Precise FP
The Process
Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments in the process.
Please do not contact the firm directly, we are using a recruiting service to handle the initial steps of the hiring process. If you are interested in the position please submit your resume through this ad. Outside recruiters, please do not contact the firm directly.
We are an Equal Opportunity Employer.