Paraplanner / Financial Planner/Trading & Portfolio Execution Role in Wichita, Kansas

Location

Wichita, Kansas

Job Type

Full-time

Company

Top Notch Personnel

We are seeking a highly driven, competitive Paraplanner / Financial Planner/Trading & Portfolio role to join a fast‑growing, high‑standards financial practice. This role is built for a top performer, someone who thrives in a results‑oriented environment, values precision, and wants to play a meaningful role in investment execution and client success. This is not a passive support role. You will be a trusted professional with direct responsibility for trading, portfolio execution, and plan implementation, working closely with lead advisors to deliver exceptional outcomes for clients. What Sets This Role Apart You will be hands‑on with managing firm trading and portfolio execution Your accuracy, speed, and discipline will directly impact client results You'll work in a high‑expectations, team‑driven environment that values initiative and accountability Performance, ownership, and contribution are recognized and rewarded Key Responsibilities Execute securities trades with precision, efficiency, and full regulatory compliance Partner closely with lead Financial Planners to prepare client strategies, meeting materials, and follow‑ups Support financial planning analysis, implementation, and ongoing plan execution Manage portfolio updates, rebalancing, and allocation changes Maintain clean, accurate, and compliant client account records Communicate professionally with clients regarding account activity and service items (as appropriate) Coordinate with custodians, broker‑dealers, and internal team members to resolve issues quickly Take ownership of tasks from start to finish with minimal oversight Contribute as a team player in a high‑performance, growth‑focused culture Required Qualifications Active Series 7 and Series 63 licenses (REQUIRED) Experience as a Paraplanner, Financial Planner, or Financial Services Associate Strong understanding of investment products, trading, and portfolio mechanics Exceptional attention to detail, especially in trade execution and documentation Ability to thrive in a fast‑paced environment with multiple priorities Highly driven, competitive mindset with pride in quality and results Strong communication and organizational skills Preferred Qualifications Experience in an RIA or broker‑dealer environment Familiarity with custodial platforms, CRM systems, and financial planning software Who Thrives Here Professionals who take ownership and follow through Individuals motivated by high standards and responsibility Team‑oriented performers who elevate those around them People who want to grow, advance, and be trusted with more over time What We Offer Competitive compensation based on experience and performance Meaningful responsibility and trust from day one Direct exposure to senior advisors and complex planning work A collaborative, high‑performance culture Long‑term growth opportunities for top contributors If this role aligns with your experience and ambition, we encourage you to apply! Pay: $100,000.00 - $125,000.00 per year Benefits: Dental insurance Health insurance Paid time off Retirement plan Vision insurance Work Location: In person