We’re seeking a detail-oriented Paraplanner to join our financial planning team. In this role, you’ll assist our advisors by gathering data, building financial plans, and ensuring every client experience reflects our commitment to excellence. This is an ideal position for someone who enjoys problem-solving, teamwork, and continuous learning within a professional, client-focused environment.
Key Responsibilities:
- Gather and analyze client data, financial statements, and account information
- Prepare comprehensive financial plans and reports for advisor review
- Conduct product and investment research to support client recommendations
- Maintain CRM records and ensure accurate documentation of client interactions
- Assist with meeting preparation, follow-up tasks, and plan implementation steps
Qualifications:
- Bachelor’s degree in Finance, Accounting, or a related field (required)
- Progress toward CFP® certification preferred
- Strong analytical and organizational skills
- Proficiency with Microsoft Office and financial planning software (e.g., eMoney, RightCapital)
- Excellent written and verbal communication skills
Why Join Us:
As a Paraplanner, you’ll work closely with experienced advisors and gain hands-on exposure to comprehensive financial planning. We offer professional development opportunities, mentorship toward certification, and a supportive team culture that values integrity, growth, and collaboration.
