Paraplanner

Interviewing now and ready to hire a Paraplanner for our Dunwoody office location. This is an in-office permanent position offering a salary range $50,000 - $70,000+, depending on the level of experience and licensure.

We are seeking a detail-oriented Paraplanner to support our Financial Advisors in delivering high-quality, compliant financial advice. The Paraplanner plays a critical role in the preparation of financial plans, research, and technical analysis, ensuring advice is accurate, well-documented, and aligned with client objectives and regulatory requirements. Utilizing a centralized approach, our financial planning department houses paraplanners who collectively create financial plans for our firm’s top individual and team-based financial advisors.

• Opportunity to work and grow professionally within a professional financial services environment
• Exposure to a broad range of clients and financial strategies
• Ongoing training and professional development

• Prepare and model comprehensive financial plans, including retirement, investment, cash flow, insurance, tax, and estate planning
• Analyze client financial information and develop projections and strategy comparisons
• Conduct research on up-to-date investment products, strategies, and financial solutions
• Assist in the preparation of financial planning deliverables and supplemental analysis reports
• Ensure all advice documentation complies with internal policies and regulatory standards
• Support advisers with client meeting preparation, particularly regarding client goal-based recommendations within their dedicated planning software
• Maintain accurate, efficient, and organized client records and update CRM and planning systems frequently

• Bachelor’s in Finance, Financial Planning, Economics, or a related discipline
• Experience in paraplanning, fee-based planning, or a financial services support role
• Securities Licensed – Preferred
• Stable job history and detail-oriented
• Working knowledge of financial planning principles, investment products, and regulatory requirements
• Strong analytical skills and attention to detail
• Proficiency in Emoney and/or Right Capital Planning Software~ Preferred
• Excellent written communication and documentation skills
• Ability to manage competing priorities and deadlines

• High level of professionalism and confidentiality
• Strong efficiency, speed, and organizational skills
• Client-focused and quality-driven
• Collaborative team player with a proactive approach

$50,000 - $70,000

We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.

• Play a key role in delivering tailored, high-quality financial planning
• Make a direct impact in a boutique, client-centered environment
• Collaborate with experienced advisors and expand your industry expertise
• Thrive in a firm that values professionalism, precision, and lasting client relationships
• Access ongoing professional development and meaningful career advancement opportunities