Paraplanner

West Williams Advisory Group is partnering with MMG Wealth Management, a registered investment adviser (RIA) based in beautiful downtown Grand Haven, Michigan on the waterfront, serving clients locally and virtually across the United States. Their team is growing!

MMG Wealth Management’s people-first philosophy starts with listening. They help clients align their financial decisions with their values so they can pursue what matters to them, care for the people they love, and give back in ways that are meaningful to them. That same philosophy shapes how they support their teammates and show up in the communities they serve.

As a Paraplanner, you’ll help advisors turn each client’s goals and circumstances into a practical financial plan. You’ll also work directly with clients, answering routine questions and helping them understand what to expect as their plans take shape. Teamwork and sharing knowledge across the firm is paramount, to coordinate work and fulfill the steps approved for all roles. 

You’ll have access to mentorship and educational opportunities to build your financial planning expertise and, if becoming a Wealth Advisor is a desired goal, you’ll have help to prepare for that career path.

What You’ll Do

• Gather and verify client information, research planning questions, and use spreadsheets and planning tools to model scenarios for advisor review.
• Prepare materials for client meetings, help onboard new clients, and follow up on routine requests.
• Attend client meetings with the advisor, take detailed notes, schedule follow-up meetings, and send clients a recap of decisions and next steps.
• Maintain accurate client records in the firm’s financial planning and client relationship management (CRM) systems, protect sensitive information, and refer questions that require financial advice to the advisor.
• Set up and retrieve reports in the portfolio management system and help prepare investment performance reports.
• Prepare paperwork to open, fund, and maintain investment accounts, and process money movement requests at the direction of a licensed planner and within approved permissions.
• Learn the firm’s trade placement process and support the steps approved for your role.

Qualifications

• A bachelor’s degree (completed or in progress), preferably in accounting, finance, business, or personal financial planning, or equivalent experience.
• Confidence working with spreadsheets and financial information.
• An eye for detail, curiosity about financial planning, and the ability to communicate clearly with clients and teammates.
• Planning or client service experience, including internships, is helpful. Insurance licenses, CFP® certification or coursework and Series 65 exam completion are welcome.
• Proficiency with Microsoft (Word, Excel, Outlook, PowerPoint)

Work Arrangement

This position is based in office. Office hours are Monday – Friday 8:30am to 5:00pm. 

Compensation and Benefits 

• Base salary of $45,000, with eligibility for discretionary incentives and quarterly team bonuses.
• 18 PTO days per calendar year (prorated in first year)
• 12 paid holidays 
• Retirement plan with company match
• Professional development and tuition reimbursement

Visit https://mmg-wealth.com to learn more about the team and services.

MMG Wealth Management is an equal opportunity employer and is committed to providing equal employment opportunities to all qualified applicants and employees without regard to race, color, national origin, sex, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law.