Cooksen Wealth, a boutique independent financial advisory firm located in The Woodlands, TX, is seeking a PERMANENTLY REMOTE Paraplanner to join our team. We are a financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us as a full-time Paraplanner. You will be working with our team under the direction of our Lead Advisor. Our clients are primarily high net worth individuals and families. To learn more about the firm, please visit our website: cooksenwealth.com

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace that you can work comfortably full time. This position is open to candidates in Eastern, Central, and Mountain time zones.

Salary & Benefits:

• Starting salary of $70,000 to $80,000 per year, based on experience
• Health insurance stipend
• Vacation/PTO
• Learning opportunities
• Great working environment with professional growth opportunities
• Healthy work-life balance is a priority to us, and we want it to be a priority for you too

Responsibilities :

• Respond to client requests quickly and professionally

• Handle all paperwork for clients through Schwab

• Assist in the maintenance of the firm document management system and CRM

• Prepare preliminary financial plans and client reviews under the direction of Lead Advisor

• Coordinate client meeting scheduling and prepare and send out agenda and meeting materials

• Follow-up and document work as appropriate in our CRM

• Assist in onboarding new clients through our intake process

Requirements:

• 4 years of experience in a financial advisory firm
• Understanding of financial planning ideas and concepts
• Tech-savvy with the ability to learn to navigate various web-based platforms
• Positive, energetic, friendly, and client service-oriented
• Detail-oriented and organized
• Ability to work independently, manage your time well, and problem-solve issues – we do NOT micromanage
• Ability to follow/interpret procedures and see tasks and projects through to completion
• NOT required but a plus – experience with our systems/software: Schwab, Wealthbox, Black Diamond, MoneyGuide Pro, PreciseFP, Kwanti

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.

We are an Equal Opportunity Employer.