Paraplanner
Posted 16hrs ago
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Job Description
Paraplanner supporting financial advisors with comprehensive planning and client documentation. Analyzing data and collaborating on investment and insurance product research.
Responsibilities:
- Prepare and support comprehensive financial plans and client recommendations
- Analyze client data (income, assets, liabilities, cash flow)
- Research investment, retirement, and insurance products
- Prepare meeting materials, reports, and supporting documentation
- Maintain accurate client records and assist with account updates and paperwork
- Collaborate closely with financial advisors on ongoing plan reviews
Requirements:
- 2+ years of experience in financial planning, wealth management, or related field
- Strong analytical, organizational, and communication skills
- Proficiency with spreadsheets and financial planning software
- Ability to work independently in a remote environment
- CFP® preferred but not required
Benefits:
- Meaningful role supporting client financial success
- Collaborative, high-service professional environment
