Job Description

Dent Wealth Advisors is a wealth management firm in Baton Rouge, Louisiana specializing in fiduciary advice and planning for high-net-worth families, business owners, professionals, and charitable foundations. We are seeking an entry-level paraplanner who is ready to launch and grow a career. The ideal candidate will bring energy and have a strong work ethic. Excellent writing, speaking, and interpersonal skills are a must.

Such an individual will desire to work in all aspects of the business on a dynamic team that delivers a world-class experience to our clients. The individual will gain valuable experience for becoming educated in and developing a robust wealth advisory career.

DUTIES AND RESPONSIBILITIES:

• Assist with onboarding new clients including the set-up of accounts, recurring money movements, online access, and the scheduling of the ongoing account review cycle.

• Perform general administrative duties including, but not limited to, answering phones, filing, processing mail, scheduling meetings, and other responsibilities that support the team.

• Handle client service requests including processing name and address changes, account applications and bank authorizations, answering client questions via telephone, email, and face to face.

• Provide high-quality customer service and demonstrate creative problem solving to resolve client issues.

• Generate proposals, projections, and analysis for investment recommendations using company-specific software.

• Proactively work to ensure all team members follow up and complete all associated tasks.

CORE COMPETENCIES:

• Exceptional customer service skills and strong experience

• Clear and professional written and verbal communication skills

• Multi-tasking, prioritizing, and organizational skills

• Client-focused, highly dependable, analytical, and a team player

• Meet deadlines and maintain a high level of organization and close attention to detail

• Quick learner and self-starter to operate various software systems.

• Social media skills

EXPERIENCE AND EDUCATION REQUIREMENTS:

• Bachelor’s degree

• Experience with Microsoft Office Suite (Outlook, Excel, Word, etc.)

STARTING BASE PAY RANGE

$50,000/yr. - $55,000/yr. salary. This range is provided by Dent Wealth Advisors. Your actual pay will be based on your skills and experience.

FEATURED BENEFITS:

Medical insurance

401(k)

Paid vacation