Paraplanner for MavenCross Wealth Advisors

MavenCross Wealth Advisors ®
An Ameriprise Private Wealth Advisory Practice
31 Inverness Center Parkway – Suite 550, Birmingham, AL 35242

www.mavencrosswealth.com
(205) 313-9150
PARAPLANNER

Job Description:
The Paraplanner will assist the financial advisor(s) with all aspects of delivering an exceptional, personalized client service
experience. This position requires the highest ethical standards and the continued advancement of professional knowledge
and skills. Responsibilities may change over time to meet the needs of the practice.
Responsibilities and Duties:
? Execute securities trades and money movements
? Collaborate with financial advisor(s) throughout all stages of financial plan design and delivery
? Prepare client meeting materials, follow-up letters, applications, forms, and relevant compliance documents
? Develop financial planning portfolio recommendations for financial advisor(s) review
? Advanced knowledge of all technology platforms (Microsoft Office, Salesforce, etc.)
? Advanced knowledge of all financial planning software (MoneyGuide Pro, NaviPlan, Thomson One, etc.)
? Track workflows, run reports, and integrate relevant compliance initiatives
? Maintain regular client contact to collect data, provide information, answer questions, and resolve issues
? Communicate with financial advisors, staff, and corporate office individuals
Required Skills:
? Exceptional communication skills with all people (clients, advisors, staff, etc.)
? Works well both independently and within a team environment
? Strong analytical and problem-solving skills
? Highly organized and detail-oriented
? Efficient time management and ability to multi-task
? Technologically savvy
? Coachability and desire to consistently learn and grow
Education and Designations:
? College degree or higher
? 2+ years of related experience preferred
? Have or be able to obtain the Financial Paraplanner Qualified Professional ™ (FPQP ™ ) designation
? Have or be able to obtain the necessary securities licenses and registrations, including:
Series 7, Series 66, and Alabama life/accident/health insurance
Compensation and Benefits:
? Compensation: full-time, on-site position with competitive salary

? Benefits: health, dental, vision, disability, PTO, paid holidays, 401(k) plan with match
Please note this is not an advisor track position.
Contact Jaclyn Terry (jaclyn.terry@ampf.com) for more