Job Details

Financial Planning Specialist | Paraplanner – Join a Team That Puts People First

Already licensed or willing to obtain: Series 7, Series 66, State Life/Health

Location: Baton Rouge, LA | Compensation: $56,000–$66,000 (based on experience)

Schedule: Full-Time | Benefits: Health Insurance, PTO, Simple IRA

Be part of something bigger than just a job—help real people live their dreams.

At Bernard Wealth Management, a proud Ameriprise Financial franchise, we're not just financial planners—we're dream architects, confidence builders, and long-term relationship investors. We walk with our clients through life's big questions and transitions with personalized financial advice and a heart for service.

We've been recognized with the 2024 Ameriprise Client Experience Award, and that's not just a shiny badge—it's a reflection of the care, consistency, and community that sets our team apart. With a practice built on integrity, service, and excellence, we also stay deeply connected to causes we care about, including Volunteers of America, the Women's BUST Breast Cancer Foundation, Family Reach, and the Greater Baton Rouge Food Bank.

Now, we're growing—and we want you to grow with us.

🌟 The Opportunity: Paraplanner 🌟

You'll be stepping into a dynamic, friendly, fast-paced environment where your work has real impact. You'll partner directly with financial advisors to support the heart of what we do: serving families and individuals through excellent planning, advice, and follow-through.

Your Day-to-Day Will Include:

Financial Planning & Investment Strategy (60%)

• Preparing planning scenarios and initial product recommendations
• Creating charts, visuals, and financial summaries to support client meetings
• Assisting with portfolio construction and product research aligned with client goals
• Keeping an eye on risk tolerance and time horizon to guide investment approaches

Client Care & Business Operations (40%)

• Acting as a friendly point of contact during the planning process
• Managing CRM updates, appointment scheduling, and meeting prep
• Attending client meetings and providing timely follow-ups
• Coordinating with our home office for smooth onboarding and issue resolution
• Helping with events, communications, and relationship-building efforts

💡 What Makes You a Great Fit?

You're not just a task-doer—you're a solutions-thinker, someone who enjoys being in the details but always keeps the big picture in mind. You've got strong communication skills, a hunger to learn, and a warm professionalism that makes others feel valued.

Key Traits We're Looking For:

• Eye for detail + love of organization
• Calm, clear, and confident communication
• Respect for compliance and a drive for excellence
• Positive attitude and team spirit
• Ability to prioritize, pivot, and perform with grace

Qualifications:

• College degree and/or 2+ years of relevant experience
• Already licensed or willing to obtain: Series 7, Series 66, State Life/Health

🌱 Why You'll Love It Here:

• Mission-Driven Culture: Everything we do centers on helping people live more fulfilled lives.
• Collaborative Team: You'll be part of a tight-knit team that works hard and laughs often.
• Real Growth: We're committed to your professional development and will support you in building your career in financial services.
• Meaningful Work: This isn't just pushing paper. It's changing lives.

Come grow with a team that's big on purpose and rich in opportunity.

Apply now and help our clients reach their goals—with heart, strategy, and a smile.