# Paraplanner

**Company:** [Jambalaya Group](http://jobs.workable.com/companies/u2aCc74X936VMFeq9WZDER.md)
**Location:** Little Rock, United States
**Workplace:** on site
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/ebb64f71-cc83-4a68-95e9-ab871cd3511e)

## Description

Small Wealth Management — Little Rock, AR

Full-time | On-site

**About the Role**

Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service.

**What You’ll Do**

**Client Service & Relationship Management**

\- Build and maintain professional relationships with clients.

\- Handle account inquiries and escalate as needed.

\- Serve as a primary point of contact for advisor and client communications.

**Paraplanning & Advisor Support**

\- Prepare financial plans and conduct investment research.

\- Complete trades and transactions accurately.

\- Prepare agendas, reports, forms, and documentation for client meetings.

\- Maintain Salesforce notes and client follow-up tasks.

**Operations & Workflow Management**

\- Prepare and submit new business paperwork.

\- Coordinate transfers, rollovers, wires, and deposits.

\- Maintain documentation within CRM and workflow systems.

**Administrative Support**

\- Process expense reports and prepare client correspondence.

\- Scan, organize, and maintain digital files.

\- Support advisors with office tasks and projects.

## Requirements

**Qualifications**

\- Bachelor’s degree

\- Series 7 and 66 (or 63/65)

\- Excellent communication and client service skills

\- Strong attention to detail and organization

\- Proficiency with Microsoft Office Suite

\- Ability to multi-task in a fast-paced environment

\- High integrity and confidentiality

\- Minimum of 3 years experience in the financial planning or wealth advisory industry

**Who Succeeds in This Role**

\- Dependable, proactive, and service-minded

\- Detail-oriented with strong accuracy

\- Excellent communicator and team collaborator

\- Organized and able to handle multiple tasks

\- Motivated by helping clients achieve clarity and confidence

**About Small Wealth Management**

Since 1999, Small Wealth Management has been driven by a commitment to empower clients to understand, achieve, and maintain financial independence with confidence and clarity. Our legacy is helping build yours.

**How to Apply**

Submit a resume and cover letter 

Small Wealth Management is an equal opportunity employer.

## Benefits

Salary: $65,000–$85,000 per year

Schedule: Monday–Friday, 8am–5pm

Work Location: Onsite

Benefits: 401(k) with contribution, health/dental/vision, PTO, bonus opportunity, and 10 paid holidays.