Overview

About Vector3 Wealth Management: 

Vector3 Wealth Management is a growing fee-only financial planning firm founded by John Pak. We service HNW and UHNW clients with complex financial lives. In the top tier of our service matrix we are providing comprehensive and intensive wealth consulting. The meeting cadence in our private client group is quarterly and the standards are high. We are making investment management decisions in concert with tax and estate planning objectives and the tax and estate professionals who work with our top clients. We consider ourselves architects of our clients financial lives, personally consulting with them and creating hand-selected strategies with the intent of meeting their financial goals. The standard of service is to create an experience for them that they feel would be doing their friends and family a disservice by not making them aware of us.

Vector3 Wealth Management believes in a concierge-level client experience with a steadfast commitment to excellence and dedication to quality. We take pride in getting to know our clients, developing a deep understanding of their needs, unique goals, overall financial situation, investment experience and risk tolerance. We provide personalized attention and focused service with integrity, and advocacy. 

About the Position: 

Vector3 Wealth Management is seeking a sharp and energetic full-time Client Service Associate/Paraplanner. This position will be responsible for supporting John in a client service and paraplanning capacity. This position is perfect for someone who is obsessively detail oriented, tech savvy, task-completion driven, enjoys providing top-notch customer service and is passionate about financial planning. 

Opportunity: 

  • This is a great opportunity for a professional who is looking for a collaborative and fun yet professional environment with a top tier tech stack.
  • Create a career that offers autonomy to excel in accordance with your strengths and skills.
  • This is an ideal fit for someone who values working both independently as well as in a team environment. 
  • Looking for a professional who is excited to be a part of a growing firm.

Responsibilities:

  • Establish and maintain client accounts, complete onboarding and death processing
  • Initial and Ongoing Data Review – Review financial documents provided by client as well as call and meeting notes, identify any missing information or clarifications needed and update systems
  • Create agendas, prep for meetings, create client deliverables and provide follow up
  • Complete transfers, both ACAT and non-ACAT
  • Perform account maintenance to include beneficiary changes, money movement, address changes, service alerts, etc.
  • Enter data into eMoney and help create and update financial plans
  • Create reports and analyze data
  • Maintain data integrity between software systems
  • Update new client checklists and workflows
  • Review and efile client paperwork and important documents
  • Work with and train clients surrounding financial software  
  • Coordinate client meetings and perform calendar maintenance
  • Support firm’s initiatives and other duties as assigned

Desired Qualities:

  • 1-3 years experience preferred 
  • Bachelor’s Degree 
  • Detail oriented with laser focus
  • Series 65 or CFP®preferred but not required
  • Must be tech savvy – bonus points for experience with any of the following:
    • eMoney
    • Wealthbox
    • Black Diamond
    • Precision FP
    • LightSpeed VoIP
    • Schwab Advisor Center and iRebal
    • MS Office Suite
    • Slack
  • Able to uphold the firm’s purpose, vision and values with high ethical standards
  • Ability to provide superior customer service and relationship management skills
  • Continuously exhibits personal integrity and professional initiative
  • Must be independent, organized and able to manage, prioritize and complete tasks
  • Excellent written and verbal communication skills
  • Demonstrates a commitment to accuracy by delivering high quality work
  • Competent and confident
  • Eagerness to learn 
  • Cheerful disposition and truly enjoys working with clients

Compensation & Perks:

  • This will be a part-time W2 position initially. 15-20 hours per week. As the firm grows, the position could move to full time.
  • $35-$50 per hour depending on experience and certifications
  • Ditch the commute! This position is remote.

Next Steps:

  • Along with your resume, include a short message telling us about yourself, your
    professional history and your career aspirations. 
  • This application process is being handled by Team Simply Paraplanner. Please direct all applications and questions directly to Simply Paraplanner. Any applications received outside of Simply Paraplanner will not be considered.