Broker Check

Paraplanner

Paraplanner

Client Services and Analysis

  • Salt Lake City, UT Area
  • Portland, OR Area
  • Partially to Fully Remote

Who We Are


Abundance Wealth Advisors (www.abundancewealthadvisors.com) and CUI Wealth Management (www.cuiwealth.com) are two independent wealth advising firms committed to positively changing the financial industry. We aim to deliver best-in-class services, strive to leave a significant positive impact on our clients' lives, and give back to the communities we serve.

As independent advisors, we have the freedom to design our client experience using the best resources in the industry and without the typical constraints of many other firms. Our advisors act as fiduciaries for their clients and put client needs ahead of their own.

We believe in addressing needs holistically and engaging clients with a team supported by modern technology. Our goal is to help clients implement financial strategies which best support their life ambitions. For our employer-sponsored retirement plan clients, we navigate the world of 401(k), executive bonus, and personal owner retirement plans so businesses can focus on their most important asset – their people.  

Our firms strive for integrity, mutual respect, and authenticity. We strive to provide a supportive work environment where everyone can be themselves and have the flexibility needed to fulfill the roles of their personal lives. We invest in the professional development of our staff and want our staff to have a fulfilling career of meaningful work. We want every team member to have the tools and support needed to thrive in their professional and personal lives.

Who We Serve

Purpose-driven individuals:

  • Philanthropists
  • Business owners
  • Medical professionals
  • Nonprofit executives
  • Public employees


Employer-sponsored retirement plans:

  • 401(k) Plans
  • 403(b) Plans
  • Profit-Sharing Plans
  • SIMPLE IRAs
  • SEP IRAs
  • ESOPs
  • Executive Bonus Plans

How We Serve

We believe that true wealth is about more than just money. We empower our clients to explore what is possible when they have the right financial advisor. Our process allows us to take the time to get to know our clients and go beyond their balance sheet to discover what matters to them.

We work tirelessly to bring our clients the best resources the industry can provide to deliver impact in their lives. Our services include comprehensive financial planning, crafting personalized investment solutions, providing ongoing employer-sponsored retirement plan advice for businesses, and often just being there to help our clients navigate an increasingly complex world.

We continually improve our processes and strive to go beyond the expectations most clients have of their wealth management team. We believe authenticity must accompany diligence to provide the highest level of service and a framework of trust with our clients.

 About The Position


The Paraplanner is one of four core members of each advising team. This position offers training and significant advancement opportunities. The career path is flexible, shaped by skills, aptitudes, passions, and desires. Career path opportunities range from advancement within advising teams or a move towards an operations specialty.

The Paraplanner is instrumental in implementing and overseeing many daily activities that provide value to clients. These activities include a blend of external and internal responsibilities, actively engaged with the populations we serve, and working closely with the advising operations teams.

This role is partially remote split between Abundance Wealth Advisors and CUI Wealth Management. The opportunity to work fully remote is also available for candidates located away from our office locations or if the Paraplanner prefers to be following initial training.

 Benefits
 

  • 401(k) plan with employer match
  • Access to health benefits (group plan or reimbursement for individual plan)
  • Semi-flexible schedule and partially remote work with opportunity for fully remote if desired
  • Paid training, education, and assistance in obtaining professional licenses and designations
  • Complimentary investment management service
  • Complimentary financial planning services and access to experienced professionals
  • Bonus and incentive compensation available
  • Career and salary advancement potential
  • Mentorships and guidance for learning the financial industry

Preferred Qualifications
 

  • Bachelor's degree (or relevant financial services experience)
  • FINRA Series 6/7 & 63 or 65/66
  • Consumer-facing experience and work in a professional environment are a plus
  • Experience working across multiple systems and software programs

 *All candidates must complete financial industry screening requirements before a formal employment offer can be extended, including a background check and fingerprints.

Core Responsibilities
 

Advisor support in servicing clients and onboarding prospective new clients

  • Attend and participate in meetings with existing clients and potential future clients
  • Follow up on client conversations and deliver phenomenal service
  • Assist in the development of plans that deliver maximum impact in the lives of our individual and business clients
  • Work with the operations team to prepare for client meetings
  • Oversee the running and analyzing of diagnostic reports
  • Manage the request for proposal (RFP) process
  • Support clients through retirement plan conversions

 

Client relationship management, communication, and support

  • Develop genuine relationships with clients and a deep understanding of their needs while representing the firms well
  • Provide front-line support by answering inbound client requests via phone and email, redirecting to other staff when appropriate
  • Proactively contact clients to schedule appointments, follow up on action items, and as part of broader campaigns
  • Support the operations team in the completion and processing of paperwork
  • Develop outbound communication, obtain compliance approval, and distribute digital and print communications
  • Work with Operations to organize and maintain governing records for company-sponsored retirement plan clients


Client/Participant Education

  • Develop and assist in executing client financial wellness/education presentations
  • Contribute to the company's blog
  • Assist with Fiduciary Education Meetings

 

Work within our technology stack

  • Redtail CRM
  • RightCapital
  • MoneyGuide
  • Envestnet
  • RPAG
  • Box
  • Microsoft Excel, Outlook, Word


 Compensation
 

Starting base salary is $50,000-$60,000, depending on skills and experience.


How to Apply
 

Submit your resume to info@cuiwealth.com.


Disclosures
 

Securities and investment advisory services offered through Woodbury Financial Services, Inc. [WFS], member FINRA/SIPC. Insurance offered through CUI Wealth Management & Abundance Wealth Advisors. WFS is separately owned and other entities and/or marketing names, products, or services referenced here are independent of WFS.