Job description

Independent wealth management practice in Bellingham, WA seeks a hard-working and detail-oriented individual to fill an immediate paraplanner / licensed advisor assistant role. This individual will become proficient on all technology tools needed in the practice and paperwork processing/workflow to help facilitate continual growth. The software includes eMoney, Investment Plan by Morningstar, Riskalyze and learning LPL Client Works (training provided). A successful team member must be willing to learn, be coachable, stay up to date on technology/processes, and be a proactive problem solver.

We are seeking an individual with experience in the financial services industry. This could be a great role for a licensed assistant looking for more upward mobility or a current financial advisor who would like to utilize their knowledge and simplify their life with a secure role with consistent income and benefits.

Our software is all web based so this is a work from home (or virtual) position. We currently have staff in 3 states and are growing faster than ever.

We believe good people pay for themselves, and sustaining the practice's growth will be rewarded through continual compensation incentives and advancement opportunities (i.e., if you're motivated, you will not be stuck).

Requirements:

• Successfully pass the background, criminal, financial, and regulatory review. Clean background and average credit score (or better) are a must.
• Previous securities, administration, tax, or financial services industry experience.
• Have a series 7 and series 6 licenses or be willing work towards these within 6 months.

• Note: for those willing to sit / study for licensing exams all fees will paid and bonuses paid upon passing scores.

Part-time starts with a trial period for those unlicensed, then full-time once the trial period is complete and basic benchmarks are met.

Securities Licensed individual can choose to work Full-time or Part-time to begin.

Schedules are flexible, so working around other responsibilities such as school, family, etc. is possible.

Key Attributes Desired:

• Excellent attitude and client service orientation.
• A strong focus on assuring details and documentation is correct.
• Excellent organizational, time management, and problem-solving skills.
• An ability to handle multiple tasks simultaneously and complete assignments as scheduled.
• Strategic and proactive mindset, willing to take the initiative to drive business operations.
• Dependable, punctual, and able to take full responsibility for results.

Benefits:

• Advancement opportunities to advisor associate and eventually a partner role or for those who love an assistant role, they can be promoted to head paraplanners overtime.
• Pay based on experience, software know-how, and process knowledge.
• $500 Signing Bonus (if currently licensed)
• Holiday Bonus
• Quarterly growth bonus based on overall practice growth (if we win, you do too).
• 401(k) with a match after a year and profit-sharing opportunities.
• Paid Vacation days (accrue after six months)
• Healthcare stipend for full-time employees
• Ability to work from home
• Education stipend for financial certifications.
• Hours are flexible. If you prefer to wake up early and start work at 6am and be done by 3pm – that’s Okay!

Salary range for full-time unlicensed assistant (DOE): $40,000 - $50,000 + bonuses

Salary range for full-time licensed assistant (DOE): $50,000 - $65,000 + bonuses

Note: we consider a 35-hour work week full-time.

To Apply:

Please take the Core Values Index (CVI) and receive your score, please visit: https://members.taylorprotocols.com/Tools/CVIGift.aspx?GiftHash=6c558e29-6149-1035-a444-e53249d75e50

Submit your two word score with your resume.

Job Types: Full-time, Part-time

Pay: $40,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• Monday to Friday
• No weekends
• Self-determined schedule

Supplemental pay types:

• Bonus pay
• Signing bonus

COVID-19 considerations:
We work virtually so no mask required on Zoom.

Application Question(s):

• Can you pass a clean criminal background check?

Education:

• Associate (Required)

Experience:

• Financial Services: 1 year (Required)

Language:

• English (Required)

License/Certification:

• Series 7 (Preferred)

Work Location: Remote

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