Paraplanner / Client Service Associate
Key Wealth Management · Scottsdale, Arizona, United States
FULL TIMEpermanent
Job Description
As part of the applicant process, it’s necessary to take this survey. Take the survey here: 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.
While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
What You’ll DoClient Service & Administrative SupportServe as a warm and professional point of contact for clientsSchedule meetings and manage advisor calendarsAssist with onboarding new client relationshipsCoordinate client events, gifting, and special touchesHelp maintain office organization and operational efficiencySupport internal team projects and process improvements
Financial Planning & Paraplanning SupportPrepare and organize financial planning documents and meeting prepAssist advisors with plan implementation and follow-up itemsAnalyze client data and help identify planning opportunitiesSupport portfolio and account review processesPrepare paperwork for new accounts, transfers, distributions, and maintenance requestsCoordinate with custodians and internal partners to ensure smooth executionMaintain accurate CRM records and workflows
Who You AreHighly organized with exceptional attention to detailStrong communicator with a warm, professional presenceAble to manage multiple priorities and follow through independentlyProactive, resourceful, and solution-orientedComfortable with technology and learning new systems quicklyTeam player who values collaboration and positive culturePassionate about helping others and creating meaningful experiences
Preferred QualificationsExperience in financial services, wealth management, banking, or related fieldSeries 7 & 63 or 66 LicensedCFP®, CFP® track, or interest in pursuing financial planning education is a plusExperience with CRM systems and financial planning software preferredStrong Microsoft Office and organizational skillsBachelor’s degree preferred
About Our CultureWe 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. xzbcwsv This role has strong long-term growth potential for the right candidate.
Compensation & BenefitsCompetitive salary based on experienceBonus opportunitiesRetirement plan benefits (401k)Professional development supportCollaborative and growth-oriented environmentHealth InsurancePaid time off
Job Type: Full-time, In Person
While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
What You’ll DoClient Service & Administrative SupportServe as a warm and professional point of contact for clientsSchedule meetings and manage advisor calendarsAssist with onboarding new client relationshipsCoordinate client events, gifting, and special touchesHelp maintain office organization and operational efficiencySupport internal team projects and process improvements
Financial Planning & Paraplanning SupportPrepare and organize financial planning documents and meeting prepAssist advisors with plan implementation and follow-up itemsAnalyze client data and help identify planning opportunitiesSupport portfolio and account review processesPrepare paperwork for new accounts, transfers, distributions, and maintenance requestsCoordinate with custodians and internal partners to ensure smooth executionMaintain accurate CRM records and workflows
Who You AreHighly organized with exceptional attention to detailStrong communicator with a warm, professional presenceAble to manage multiple priorities and follow through independentlyProactive, resourceful, and solution-orientedComfortable with technology and learning new systems quicklyTeam player who values collaboration and positive culturePassionate about helping others and creating meaningful experiences
Preferred QualificationsExperience in financial services, wealth management, banking, or related fieldSeries 7 & 63 or 66 LicensedCFP®, CFP® track, or interest in pursuing financial planning education is a plusExperience with CRM systems and financial planning software preferredStrong Microsoft Office and organizational skillsBachelor’s degree preferred
About Our CultureWe 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. xzbcwsv This role has strong long-term growth potential for the right candidate.
Compensation & BenefitsCompetitive salary based on experienceBonus opportunitiesRetirement plan benefits (401k)Professional development supportCollaborative and growth-oriented environmentHealth InsurancePaid time off
Job Type: Full-time, In Person
Details
| Company | Key Wealth Management |
| Location | Scottsdale, Arizona, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |