Paraplanner
Jambalaya Group
Paraplanner
Jambalaya Group· Kim
About this role
Small Wealth Management — Little Rock, AR
Full-time | On-site
About the Role
Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service.
What You’ll Do
Client Service & Relationship Management
- Build and maintain professional relationships with clients.
- Handle account inquiries and escalate as needed.
- Serve as a primary point of contact for advisor and client communications.
Paraplanning & Advisor Support
- Prepare financial plans and conduct investment research.
- Complete trades and transactions accurately.
- Prepare agendas, reports, forms, and documentation for client meetings.
- Maintain Salesforce notes and client follow-up tasks.
Operations & Workflow Management
- Prepare and submit new business paperwork.
- Coordinate transfers, rollovers, wires, and deposits.
- Maintain documentation within CRM and workflow systems.
Administrative Support
- Process expense reports and prepare client correspondence.
- Scan, organize, and maintain digital files.
- Support advisors with office tasks and projects.
Qualifications
- Bachelor’s degree
- Series 7 and 66 (or 63/65)
- Excellent communication and client service skills
- Strong attention to detail and organization
- Proficiency with Microsoft Office Suite
- Ability to multi-task in a fast-paced environment
- High integrity and confidentiality
- Minimum of 3 years experience in the financial planning or wealth advisory industry
Who Succeeds in This Role
- Dependable, proactive, and service-minded
- Detail-oriented with strong accuracy
- Excellent communicator and team collaborator
- Organized and able to handle multiple tasks
- Motivated by helping clients achieve clarity and confidence
About Small Wealth Management
Since 1999, Small Wealth Management has been driven by a commitment to empower clients to understand, achieve, and maintain financial independence with confidence and clarity. Our legacy is helping build yours.
How to Apply
Submit a resume and cover letter
Small Wealth Management is an equal opportunity employer.
Salary: $65,000–$85,000 per year
Schedule: Monday–Friday, 8am–5pm
Work Location: Onsite
Benefits: 401(k) with contribution, health/dental/vision, PTO, bonus opportunity, and 10 paid holidays.
Frequently Asked Questions
Is the salary disclosed for the Paraplanner position at Jambalaya Group?
The salary for this Paraplanner role at Jambalaya Group is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Paraplanner position at Jambalaya Group located?
This Paraplanner role at Jambalaya Group is based in Little Rock, Arkansas, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Paraplanner role at Jambalaya Group full-time or part-time?
This is listed as a Full time position. It is posted as a Paraplanner role in the Kim department at Jambalaya Group.
Which team or department does the Paraplanner at Jambalaya Group belong to?
This Paraplanner position is part of the Kim department at Jambalaya Group. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Paraplanner position at Jambalaya Group?
Click the "Apply Now" button on this page. You will be redirected to Jambalaya Group's official application portal hosted on workable where you can submit your application directly.
When was the Paraplanner job at Jambalaya Group posted?
This Paraplanner position at Jambalaya Group was posted on Aug 11, 2026. Apply as soon as possible — early applications are often reviewed first.
Paraplanner
Jambalaya Group
You'll be redirected to Jambalaya Group's official application page on workable.