Financial Paraplanner

Financial Paraplanner Beachwood, Ohio About Wealth Advocate Group

At Wealth Advocate Group, we believe financial planning is about helping clients make informed decisions and feel confident about their future. We take a collaborative, team-based approach to planning and investment management, working closely with clients to develop customized strategies that support their goals through every stage of life.

As our firm continues to grow, we are seeking a Financial Paraplanner who is passionate about financial planning, enjoys solving problems, and is looking to build a long-term career in the wealth management industry.

This role is ideal for someone who wants more than an administrative position and is seeking a clear path toward becoming a financial advisor.

As a Financial Paraplanner, you will work directly alongside experienced advisors, participate in client and prospect meetings, assist in developing financial planning recommendations, and gain firsthand exposure to the financial planning process from discovery through implementation and ongoing review.

You will receive mentorship, training, and professional development to build both technical planning knowledge and client-facing skills. For the right individual, this position provides a strong foundation for future growth into an Associate Advisor or Financial Advisor role.

We actively support team members pursuing the CFP® designation through mentorship, professional development resources, and opportunities to apply financial planning concepts in real client situations. Our goal is to help motivated professionals build both the technical expertise and practical experience necessary for a successful long-term career in financial planning.

• Assist advisors in gathering and analyzing client financial information

• Input and maintain client data within financial planning software

• Participate in developing planning strategies and recommendations

• Conduct research on financial planning, retirement, tax, insurance, and investment-related topics

• Prepare planning analyses, presentations, and meeting materials

• Assist with investment and portfolio analysis

• Attend prospect and client meetings alongside advisors

• Capture key discussion points, action items, and follow-up activities using firm technology tools, including Jump AI

• Assist with implementation and follow-up of planning recommendations

• Communicate with clients regarding information requests and next steps

• Help ensure a consistent, high-quality client experience throughout the financial planning process

• Develop proficiency in industry-leading technology, including eMoney, Salesforce, and other planning and client relationship tools

• Continue building technical knowledge of financial planning concepts and best practices

• Pursue professional development and industry credentials, including progress toward the CFP® designation

• Competitive base salary

• Performance-based bonus opportunity

• Company-sponsored 401(k) with Safe Harbor and profit-sharing contributions

• Employer-paid health insurance

• Life and disability insurance

• Paid time off

• Professional development support

• CFP® education and career development opportunities

• Mentorship from experienced advisors

• A collaborative team environment focused on learning, growth, and client service excellence

This position involves regular interaction with clients and access to confidential financial information. Candidates must demonstrate sound judgment, professionalism, discretion, and a commitment to maintaining client privacy.

This is a full-time position located in Beachwood, Ohio.

The ideal candidate is curious, detail-oriented,…