Paraplanner / Client Service Associate

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https://surveys.cultureindex.com/s/SAWaie7Juc/70415

At Key Wealth Management, we believe financial planning is about more than investments, it’s about helping people live a life they love and a life of purpose. We are a fast-growing, relationship-driven wealth management firm seeking a highly organized, detail-oriented, and proactive team member to serve in a combined Paraplanner / Client Service Associate role. This position is ideal for someone who enjoys both the relationship and service side of supporting clients and advisors and the analytical side of financial planning. The right person thrives in a fast-paced environment, anticipates needs before being asked, and genuinely enjoys creating an exceptional client experience.

What You’ll Do

Client Service & Administrative Support

• Serve as a warm and professional point of contact for clients
• Schedule meetings and manage advisor calendars
• Assist with onboarding new client relationships
• Coordinate client events, gifting, and special touches
• Help maintain office organization and operational efficiency
• Support internal team projects and process improvements

Financial Planning & Paraplanning Support

• Prepare and organize financial planning documents and meeting prep
• Assist advisors with plan implementation and follow-up items
• Analyze client data and help identify planning opportunities
• Support portfolio and account review processes
• Prepare paperwork for new accounts, transfers, distributions, and maintenance requests
• Coordinate with custodians and internal partners to ensure smooth execution
• Maintain accurate CRM records and workflows

Who You Are

• Highly organized with exceptional attention to detail
• Strong communicator with a warm, professional presence
• Able to manage multiple priorities and follow through independently
• Proactive, resourceful, and solution-oriented
• Comfortable with technology and learning new systems quickly
• Team player who values collaboration and positive culture
• Passionate about helping others and creating meaningful experiences

Preferred Qualifications

• Experience in financial services, wealth management, banking, or related field
• Series 7 & 63 or 66 Licensed
• CFP®, CFP® track, or interest in pursuing financial planning education is a plus
• Experience with CRM systems and financial planning software preferred
• Strong Microsoft Office and organizational skills
• Bachelor’s degree preferred

About Our Culture

We are a close-knit, high-performing team that values professionalism, growth, collaboration, and genuine care for both our clients and one another. We work hard, support each other, and believe culture matters. This role has strong long-term growth potential for the right candidate.

Compensation & Benefits

• Competitive salary based on experience
• Bonus opportunities
• Retirement plan benefits (401k)
• Professional development support
• Collaborative and growth-oriented environment
• Health Insurance
• Paid time off

Job Type: Full-time, In Person