Company Description
Here at Yancey and Associates Wealth Management, we are dedicated to helping individuals, families, and businesses achieve their financial goals. We specialize in offering personalized wealth management solutions, financial planning advice, and investment management. Our company values professionalism, client satisfaction, and building lasting relationships. Located in Louisville, KY, we pride ourselves on providing expert guidance and exceptional service to our diverse client base.
We are currently seeking a detail-oriented and organized full-time Paraplanner to support our advisors by preparing comprehensive financial plans. This is a great opportunity for someone who enjoys behind-the-scenes planning and client support with opportunities to grow.
What You Will Be Responsible For
Financial Planning & Analysis
- Analyze client financial data and build comprehensive financial plans
- Prepare core planning reports (net worth, cash flow, retirement projections, risk analysis, etc.)
- Identify gaps, opportunities, and recommendations to improve client outcomes
- Run planning scenarios (retirement timing, Social Security, tax strategies, etc.)
Client Meeting Preparation
- Gather and organize client financial documents
- Prepare meeting materials, reports, and presentations
- Develop clear, client-friendly planning summaries and recommendations
- Support in ensuring the advisors are fully prepared for meetings
Strategy Development Support
- Assist in designing planning strategies across retirement planning, investment allocations, tax strategies (including Roth conversions), insurance and estate considerations, etc.
- Provide insights and analysis to support advisor recommendations
Client Service & Follow-Up
- Track and manage action items after meetings
- Ensure timely execution of planning recommendations
- Support execution of client rollover calls
- Maintain strong, professional client communication, with a focus on long-term relationship retention
- Execution of stock & ETF trades for client portfolios
- Confirmation and execution of contribution and distribution requests, including trading
Workflow & Coordination
- Manage CRM updates and planning workflows
- Partner with operations team to ensure smooth implementation
- Track outstanding tasks to ensure nothing falls through the cracks
- All other duties as assigned
The Expertise We’re Looking For
- High School Diploma
- 3-5+ Years Financial Planning or Wealth Management Experience
- Investment License, series 7 preferred (requirement to obtain if not already active).
- CFP designation desired (requirement to obtain if not already active).
- Prior Experience Directly Supporting Financial Advisors
- Bachelor’s or Associate degree in finance, accounting or similar field
- Clear and Professional Communication (Verbal and Written)
- Strong Attention to Detail and Organizational Skills
- Self-Starter with Growth Mindset
- Ability to Learn and Adapt to Changes
This is an in-office position, Monday – Friday. Choice of either 8:00 am to 4:00 pm, or 8:30 am to 4:30 pm. Salary varies based on experience, licensing & credentialling.
Pay: $50,000.00 - $85,000.00 per year
Work Location: In person
