Our Story
6 Meridian is a Wichita, KS-based team founded in 2016. In 2021, 6 Meridian entered into a partnership agreement with Hightower, a move that provided 6 Meridian with resources for business acceleration, talent development, and operational infrastructure to continue their strong, steady growth. Our 28 professionals have worked together for decades, serving over 800 households and advising on approx. $2.3 billion of assets. In addition to investment management, 6 Meridian also provides wealth advisory services to high-net-worth individuals and institutions. Our mission is clear: Improve the financial lives of our clients by utilizing advanced investment management techniques, wealth planning resources, and superb relationship management.
What You’ll Do
The Paraplanner team supports Financial Advisors (FAs) in preparing for client meetings, coordinating tasks with the service team, and ensuring all necessary documentation and follow-ups are completed. The role involves extensive use of financial planning software and various systems to equip the advisor team for client meetings.
6 Meridian is seeking thorough and driven financial professionals to join our Wealth Advisory team. The ideal candidate will have experience in financial services, brokerage, banking, or a similar industry. This role offers a career path for advancement within the paraplanning role or progression to wealth advisor roles.
- Prepare client meeting materials.
- Utilize financial planning software to support the advisor team.
- Input client data and support the financial advisor team with comprehensive financial plans.
- Manage performance reporting software and asset allocation programs.
- Communicate effectively with advisors and service team.
- Demonstrate knowledge of equity and fixed-income markets.
- Generate monthly reports and assist with data analysis.
- Utilize Microsoft Office Suite
- Research financial products and assist in financial calculations as needed.
What You’ll Bring
- Bachelor’s degree in business, finance, financial planning, or a relevant field
- 3+ years of industry experience
- Recent graduates in financial planning fields are encouraged to apply
- Takes initiative and prides themselves on precision and reliability
- Excellent at conveying ideas clearly, both in writing and speaking
- Experienced with financial planning tools and proficient in Microsoft Office
- Well-versed in equity and fixed-income markets
- Works well with a team to achieve common goals
- Highly organized with a keen eye for detail
What We Offer
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- Hybrid model work schedule based on performance
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
Hightower Story:
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.