About this opportunity
Key Wealth Management lists this Paraplanner / Client Service Associate opportunity in scottsdale, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
As part of the applicant process, it’s necessary to take this survey. Take the survey here:
At Key Wealth Management, we believe financial planning is about more than investments, it’s about helping people live a life they love and a life of purpose. We are a fast-growing, relationship-driven wealth management firm seeking a highly organized, detail-oriented, and proactive team member to serve in a combined Paraplanner / Client Service Associate role. This position is ideal for someone who enjoys both the relationship and service side of supporting clients and advisors and the analytical side of financial planning. The right person thrives in a fast-paced environment, anticipates needs before being asked, and genuinely enjoys creating an exceptional client experience.
What You’ll Do
Client Service & Administrative Support
Serve as a warm and professional point of contact for clients
Schedule meetings and manage advisor calendars
Assist with onboarding new client relationships
Coordinate client events, gifting, and special touches
Help maintain office organization and operational efficiency
Support internal team projects and process improvements
Financial Planning & Paraplanning Support
Prepare and organize financial planning documents and meeting prep
Assist advisors with plan implementation and follow-up items
Analyze client data and help identify planning opportunities
Support portfolio and account review processes
Prepare paperwork for new accounts, transfers, distributions, and maintenance requests
Coordinate with custodians and internal partners to ensure smooth execution
Maintain accurate CRM records and workflows
Who You Are
Highly organized with exceptional attention to detail
Strong communicator with a warm, professional presence
Able to manage multiple priorities and follow through independently
Proactive, resourceful, and solution-oriented
Comfortable with technology and learning new systems quickly
Team player who values collaboration and positive culture
Passionate about helping others and creating meaningful experiences
Preferred Qualifications
Experience in financial services, wealth management, banking, or related field
Series 7 & 63 or 66 Licensed
CFP®, CFP® track, or interest in pursuing financial planning education is a plus
Experience with CRM systems and financial planning software preferred
Strong Microsoft Office and organizational skills
Bachelor’s degree preferred
About Our Culture
We are a close-knit, high-performing team that values professionalism, growth, collaboration, and genuine care for both our clients and one another. We work hard, support each other, and believe culture matters. This role has strong long-term growth potential for the right candidate.
Compensation & Benefits
Competitive salary based on experience
Bonus opportunities
Retirement plan benefits (401k)
Professional development support
Collaborative and growth-oriented environment
Health Insurance
Paid time off
Job Type: Full-time, In Person
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.