Paraplanner

Job Description 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.