Licensed Paraplanner

We are looking for a detail-oriented, experienced, licensed Paraplanner who thrives in a high-volume environment. You are someone who finds satisfaction in ensuring a smooth client experience from account opening to full financial planning. You take ownership of your work, are willing to help other team members, and are ready to jump in where you are needed. If you are excited to join a growing advisory practice, we would love to meet you.

About the Role

As a Paraplanner, you will fill an essential role in delivering excellent client experience. You will serve as a consistent and reliable resource both to clients and advisors on the team.

What You Will Do

• Create and update financial plans
• Open and maintain client accounts
• Support other advisors on the team
• Manage prospects and opportunities
• Ensure compliance requirements are met by the team

What You Bring

• Series 7 and 66 (REQUIRED)
• Bachelor's degree from an accredited institution
• 4-6 years as a financial Paraplanner
• Experience with Navi Plan, eMoney, or a similar software
• Understanding of Redtail or similar CRMs
• Proficiency in the full Microsoft Office Suite of products

Who You Are

• Detail oriented: you pride yourself on executing with precision to ensure a great client experience.
• Proactive: you foresee potential future issues and help develop a game plan to resolve.
• Team player: as part of a small business, you understand how to rise to the occasion and jump in where you are needed.
• 401(k)
• 401(k) matching (3% match)
• Paid time off (vacation and sick time with some flexibility as needed)

Experience:

• Licensed Paraplanner: 4 years (Preferred)

Apply Now!

If you are ready to take the next step in your career and contribute to our mission of providing exceptional financial planning and advisory services, we would love to hear from you. Please send your resume and a cover letter explaining why you are the ideal candidate for this role to