Overview

Del-Sette Capital Management, LLC
Happiness in Retirement® Program

Position Overview

This is not a traditional paraplanner role.

This is a client experience and advisory support position at the center of our firm’s most important relationships.

You will work directly with the Lead Advisor to care for, anticipate, and elevate the lives of approximately 50 top clients—serving as both a concierge and a steward of their financial and personal planning journey.

Your mission:

Deliver “wow” service, create clarity, and ensure every client feels deeply known, cared for, and guided.

About Us

Del-Sette Capital Management is an SEC-registered investment advisory firm built around a simple belief:

Retirement planning is about life—not just money.

Through our Happiness in Retirement® program, we combine financial planning with the Life Planning approach, using the Kinder® Life Planning Method to help clients align their wealth with what matters most.

Who This Role Is For

You are:

  • Highly organized, detail-oriented, and proactive
  • Naturally service-driven and people-focused
  • Energized by creating exceptional client experiences
  • Comfortable operating at both a high-touch relationship level and a detail-heavy execution level
  • Someone who takes ownership and anticipates needs before they are spoken
  • You don’t just “complete tasks”—
  • You own outcomes and elevate experiences.

Core Responsibilities

1. Client Concierge & Relationship Stewardship

  • Serve as the primary day-to-day contact for top clients
  • Deliver white-glove service with responsiveness, warmth, and precision
  • Anticipate client needs before they arise
  • Coordinate and execute thoughtful touches:Milestones, birthdays, life events
  • Proactive check-ins
  • Personalized follow-ups
  • Ensure every client interaction feels intentional, personal, and elevated

2. Lead Advisor Partnership

  • Act as the right hand to the Lead Advisor
  • Prepare the advisor to show up fully present in every meeting
  • Manage priorities, scheduling, and follow-through
  • Ensure nothing falls through the crack

3. Meeting Preparation & Follow-Through

  • Prepare all client meetings, including:Agendas
  • Financial planning materials
  • EVOKE® Life Planning documents
  • Execute all follow-up items quickly and accurately
  • Track progress on client action items and planning initiatives

4. Financial Planning & Paraplanning Support

  • Assist in the development and maintenance of financial plans
  • Gather and organize client data
  • Prepare analysis and summaries for advisor review
  • Implement planning recommendations (accounts, transfers, paperwork, etc.)
  • Maintain accuracy and completeness in CRM and planning systems

5. Client Experience & “Wow” Delivery

  • Continuously improve the client journey
  • Identify ways to surprise and delight clients
  • Maintain a high standard for communication, presentation, and execution
  • Help design and refine client-facing materials and experiences

6. Operational Excellence

  • Maintain impeccable organization of client records and workflows
  • Ensure all processes are executed efficiently and consistently
  • Support firm initiatives, events, and special projects
  • Help scale a high-touch, boutique experience without losing quality

Key Traits & Characteristics

  • Service mindset – You genuinely care about people
  • Anticipatory thinking – You see around corners
  • Extreme ownership – You treat clients as “yours”
  • Attention to detail – Nothing slips by you
  • Emotional intelligence – You read people well
  • Calm under pressure – You bring order to complexity
  • Discretion & professionalism – You handle sensitive information with care

Qualifications

  • Experience in financial services, wealth management, or an RIA preferred
  • Paraplanning experience strongly preferred
  • Familiarity with financial planning software and CRM systems
  • Strong organizational and project management skills
  • Excellent written and verbal communication skills
  • Bachelor’s degree preferred
  • CFP® coursework or interest is a plus

What Success Looks Like

  • Clients consistently say: “I feel completely taken care of.”
  • The Lead Advisor is fully prepared, focused, and supported
  • Every detail—from small to significant—is handled flawlessly
  • The client experience feels intentional, personal, and exceptional
  • The firm delivers a level of service that is rare in the industry

Why This Role Matters

You are not just supporting the business.

You are helping deliver a mission:

Helping clients live a more intentional, fulfilling, and meaningful retirement.

Compensation & Growth

  • Competitive salary based on experience,  performance and client experience excellence
  • Opportunity for growth into senior client experience or advisory support roles
  • Exposure to advanced financial planning and Life Planning work

How to Apply

If you are someone who:

  • Takes pride in doing things exceptionally well
  • Loves serving others at a high level
  • Wants to be part of a firm that goes beyond traditional planning

We would love to meet you!

Tagged as: client concierge, director of wow, paraplanner

About Del-Sette Capital Management

Del-Sette Capital is a boutique advisory firm focused on thoughtful, client-first wealth management.