Paraplanner

Overview

Our client is seeking a detail-oriented Paraplanner to support advisors, financial planners, and clients through comprehensive financial planning preparation and operational support. This role is heavily focused on behind-the-scenes planning work including gathering and organizing client financial data, maintaining information within planning and CRM systems, preparing analyses and reports, and assisting with meeting preparation and follow-up activities.

The Paraplanner will help support retirement, cash flow, education, insurance, tax, and estate planning analyses while working closely with advisors and planners to ensure accurate, timely, and organized deliverables. This individual may occasionally attend client meetings in a support or learning capacity but will primarily focus on planning preparation, workflow coordination, and client support functions rather than sales or business development.

Additional responsibilities include preparing client-ready materials, assisting with scenario modeling and special analyses, tracking planning-related action items, maintaining planning templates and workflows, and supporting process improvements across the planning team. The ideal candidate is highly organized, detail-oriented, collaborative, and eager to continue developing within the financial planning industry with long-term growth potential into a Financial Planner role.

This is a hybrid position (3 days in the Fremont office).