Wealth Paraplanners (two locations)

Piton Wealth specializes in financial planning and investment management. We are accepting application for two Wealth Paraplanner positions, one at the Kennewick office and one at the Kalispell office. Interviews will continue until both positions are filled.

11257 W. Clearwater Ave.                    490 Cascade Loop, Ste. A

Kennewick, WA 99336                          Kalispell, MT 59901

pitonwealth.com

JOB OVERVIEW

Wealth Paraplanners provide ongoing, critical support to Wealth Advisors, executing tasks essential to financial plans and being a point of contact for Piton clients.

RESPONSIBILITIES

·       Full time, in office, Monday through Friday 8:15 – 5:15.

·       Maintain client contact during the financial planning process.

·       Serve as first contact for client inquiries and communications.

·       Support the Wealth Advisors in daily transactions.

·       Review and update client information as needed.

·       Prepare preliminary financial planning documents, including financial statements, Money Guide Pro and Morningstar.

·       Hold solo meetings with clients to verify documents provided.

·       Track RMDs, money movement, and investment strategies.

·       Complete and submit applications, transfers, and change forms for the Wealth Advisors through Fidelity and other business partners on clients’ behalf.

·       Complete assigned tasks, workflows, and notes through the CRM RedTail®.

·       Perform other allowable duties in support of the office and assigned by the Wealth Advisors.

Preferred Education and Experience:

·       Bachelor’s degree in business, finance or accounting or college coursework in finance and accounting preferred.

·       Clean U-4 and U-5 history as applicable.

·       Registered Paraplanner (RP® or FPQP®, RICP® or CFP®) preferred or completion within 6 months of hire date.