[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-256408-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-256408-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","wiemann-wealth-strategies-associate-financial-advisorparaplanner-job-announcement-apply","Wiemann Wealth Strategies Associate Financial Advisor/Paraplanner Job Announcement - Apply","","Associate Financial Advisor/Paraplanner role at Wiemann Wealth Strategies, an independent advisory practice affiliated with Raymond James. The position supports a producing Financial Advisor/Branch Manager with client onboarding, account maintenance, executing trades, insurance case preparation, reporting, and marketing support. Work is hybrid with remote days and in-office presence in Santa Fe/Los Alamos. Compensation is salaried with incentive opportunities, and long-term commitment is emphasized. 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Do you want a position that allows you to  \nutilize/grow/develop your sales skills? Do you like learning new things in the dynamic, ever-changing investment advisory business? Do you prefer to serve in a fiduciary capacity, making a difference in your clients’ lives? Do you thrive in a hybrid position that allows you to work remotely 2 days a week, and 3 days in the office? Do you seek the personal satisfaction of serving wonderful clients who appreciate what you do? If you want to build or sustain a long-term, satisfying career in the financial services industry, please consider joining our team!  \nWe are seeking a full-time associate financial advisor/paraplanner to join our growing, successful financial planning and investment advisory firm. We need a SERIES 7, 66, financial advisor based in Santa Fe. This person will work remotely 2 days a week and will work in our Los Alamos office 3 days a week. The assistant advisor will support the producing Financial Advisor/Branch Manager by performing important daily tasks: new client onboarding, client account maintenance, executing trades, insurance case prep, client reporting, and general advertising/marketing tasks. While sales activities are expected in this position, your compensation is not dependent on sales. This is considered a long-term position ina growing firm, therefore only staff interested in a long-term commitment to financial services and our firm should apply.  \nWiemann Wealth Strategies is an independent financial advisory practice affiliated with Raymond James Financial Services. We provide financial planning and investment management services to long-term investors. We primarily serve retired or soon-to be retired scientists, engineers and working professionals in the greater Los Alamos and Santa Fe communities. Raymond James has a robust technology and CRM platform, along with strong back-office support to facilitate effective care for our clients.  \nMinimum Requirements:  \n2 years financial service industry experience SERIES 7 FINRA active securities license  \nSERIES 66 FINRA investment advisory representative Bachelor’s degree  \nNot a recreational drug user. Must pass a drug test and FBI background check  \nNo history of securities license suspension, revocation; or financial liens, judgments, bankruptcy Reliable transportation and commitment to work in our Los Alamos office 3 days/week  \nVery strong attention to detail  \nSuccessful track record of Remote work  \nStrong computer software and Windows skills (e.g., Zoom/Webex, Microsoft Teams or Skype for Business, scanning, MS Office, Outlook, and CRM)  \nStrong communication and problem-solving skills, whether in person or remote  \nGoal-driven, loyal, honest, and committed to nurturing and furthering a long-term career in financial services industry  \nHigh degree of self-regulation. Must work effectively in a remote capacity and have a team-oriented mindset  \nConfident and comfortable communicating with customers/clients/colleagues. Must be able to discuss and promote sales opportunities with clients when appropriate.  \nAbility to interact/empathize with co-workers, colleagues and clients from different backgrounds and age groups  \nReliable, effective, and hard-working Client-First mindset  \nCovid-19 Vaccine is mandatory for all Wiemann Wealth Strategies employees unless granted an accommodation under applicable state or federal law. This requirement will apply to those working on-site, those teleworking and all new hires.  \nPreferred Qualifications:  \nState of NM life and LTC insurance license, or ability to obtain upon 90 days of hire CERTIFIED FINANCIAL PLANNER™ or on path to CFP ® (passed exam)  \n5 or more years work experience in the financial services industry  \nA","cbCaikuUPYt82HEl","https://ap.wps.com/l/cbCaikuUPYt82HEl","pdf",177291,"English","# Minimum Requirements\n## Preferred Qualifications\n# Benefits\n## What Makes Wiemann Wealth Different\n# Application Instructions","[{\"question\":\"What are the key responsibilities for the Associate Financial Advisor/Paraplanner?\",\"answer\":\"The role supports the producing Financial Advisor/Branch Manager with daily tasks including new client onboarding, client account maintenance, executing trades, insurance case prep, client reporting, and general advertising/marketing activities.\"},{\"question\":\"What licenses and experience are required?\",\"answer\":\"The minimum requirements include 2 years of financial services industry experience, an active FINRA Series 7 license, and an active FINRA Series 66 investment adviser representative registration, plus a bachelor’s degree.\"},{\"question\":\"What is the work schedule and location expectation?\",\"answer\":\"This is a hybrid position with remote work 2 days per week and in-office work 3 days per week, with the office located in Los Alamos while the firm also references Santa Fe for the role.\"}]","Wiemann Wealth Strategies Associate Financial Advisor/Paraplanner Job Announcement - Apply | PDF",1789303283]