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Financial Para-Planner/Branch Office Manager

JOB DESCRIPTION

Snelling seeks an experienced and licensed Financial Para-Planner/Branch Office Administrator.

This position encompasses operations, client service, financial planning and back office/trading support.

The ideal candidate will be someone who can provide full back-office support while seeking professional growth through collaboration with the planning team and continual skills development. This is a small firm and casual, but professional financial planning and wealth coaching firm.

This employer has a supportive environment and expects their employees to be self-starters and hungry for new challenges. They offer a relaxed workplace, industry standard salaries, 401(k) and liberal vacation policies.

Financial Para-Planner/Branch Office Administrator Qualifications:

Assist investment manager with portfolio allocations, models and rebalancing

  • Manage projects to improve the client experience and automate processes for increased efficiency
  • Collaborate with the financial planning/wealth coaching team to create financial plans and attend client review meetings
  • Handle daily resolution of custodial alerts, daily downloads, transfers, client requests, and other account administration
  • Quarterly report preparation
  • Excellent communication skills and enjoy working with clients
  • Excellent client relationship management skills and the ability to gather and organize client data
  • Self- motivated and can work autonomously, as well as on a team, while supporting the firm’s leadership and vision
  • Positive attitude and high ethical standards
  • Understanding of compliance and the SEC regulatory environment is a plus
  • Adaptability as the role and business processes will change to keep pace with the evolving landscape of wealth management

Financial Para-Planner/Branch Office Administrator Qualifications:

  • Financial Planning: 2 years (preferred)
  • Financial Services Support: 3 years (required)
  • Experience working for a Registered Investment Advisory (RIA) business is desired
  • Education: Bachelor’s (required)
  • License: NASD series 7, 63 and 66 (all required), CFP (a plus), insurance

LOCATION

Loveland, Colorado 80538

PAY

$55000 Yearly

APPLY FOR JOB

Explore your employment opportunities with Snelling Loveland.

You don’t just want a job. You want options—employment opportunities that are not only ripe with potential for rewarding career growth, but opportunities that can enhance your life. We understand. More importantly, we believe you have every right to be discerning about your choices. After all, not all employment opportunities are equal. And neither are all job recruitment agencies.

Snelling is your advocate whether you are a seasoned veteran or a new grad still trying to determine your career path. We know how stressful and time consuming finding the right job can be. We make it less stressful.

Unlike other job recruitment firms, we listen. We mentor. We provide a pulse check of the current job market. We offer on-line help with everything from composing a killer resume to prepping for the big interview. Just as important, we stay in touch. We return phone calls. We give honest feedback. We have your best interests at heart—always.

Don’t settle for impersonal runaround.

Tired of sending your resume into cyber space? Disheartened by job recruitment agencies that don’t return your call? Frustrated by recruiters who miss the mark when it comes to matching your skill set with the right employment opportunities?

We believe work is more than a paycheck—it’s meaningful and personally rewarding in ways that go beyond simple financial gain. Want to work with a company that is an industry leader? Looking for your place with an organization that’s socially responsible? Dream big and we’ll get to work.

We understand your value.

At Snelling, our approach isn’t transactional—it’s personal, professional and always committed to your success. We believe every individual has something unique to offer—regardless of where you are in your career journey. Let us help you find the right opportunity.