Private Wealth Paraplanner

MPW is an independent, boutique wealth management firm with more than $750 million in assets under management – and growing.
Our value lies in helping successful high-net-worth individuals and families achieve clarity, confidence and peace of mind through deeply personal private wealth management and advanced planning advice.

Our clients include multi-generational families, professionals, entrepreneurs, individuals in transition (primarily women) and corporate retirement plan sponsors. We take a highly personalized approach built on deep relationships, active listening, and best-in-class service – always holding ourselves to the highest standards of excellence.

We believe in partnership – with our clients and within our team. Every role matters. We seek colleagues who share our values, work ethic, and passion for delivering meaningful client outcomes.

The Private Wealth Paraplanner is an entry-level, high-impact role designed for a recent college graduate eager to build a career in wealth management. It offers broad exposure to all aspects of a sophisticated wealth management practice, including financial planning, investment management, client service, and firm operations.

Working closely with Private Wealth Advisors, firm Partners, the CIO, and Client Service professionals, the Paraplanner will develop a strong foundation in how wealth management strategies are built, implemented and delivered to high-net-worth clients. This role is ideal for someone intellectually curious, motivated to learn, and ready to take on a meaningful responsibility early in their career. You will be supported by experienced professionals while being challenged to grow, contribute, and progressively take on greater responsibility over time.

• Highly motivated, detail-oriented individual who is eager to learn from experienced advisors and investment professionals.
• Strong analytical skills, intellectual curiosity, and a genuine interest in financial markets, planning, and client service.
• Organized, reliable, and accountable with pride in producing accurate, high-quality work.
• Collaborative team player with clear, professional communication skills.
• Receptive to feedback and energized by growth and continuous improvement.
• Demonstrate sound judgment, a strong work ethic, and discretion when working with client information.

If you want to be part of a team that works hard, supports each other and values both character and capability, then we are a good mutual fit.

• Support advisors in the preparation and implementation of comprehensive financial plans and select work in preparation for client meetings.
• Develop proficiency in eMoney including data updates, assumptions, and onboarding new clients.
• Develop a working knowledge of the firm’s planning philosophy, investment approach, and service model.
• Investment Management Support
• Assist with portfolio analysis, investment research, and performance reporting.
• Contribute to the development of an enhanced proposal and reporting system.
• Support the CIO and Advisors on investment-related projects.
• Conduct basic investment research as requested.
• Help maintain data integrity across custodial and portfolio management systems.
• Assist advisors with plan reviews and ongoing monitoring.
• Stay current on economic and market developments and provide analysis as requested.
• Serve as a resource and bridge between Advisors and the Client Service team.
• Support preparation for client meetings, presentations, and follow-up deliverables.
• Technology, Operations, Practice Management
• Participate in firm initiatives focused on improving the client experience and operational efficiency.
• Assist with technology evaluation and implementation, including AI-enabled tools.
• Support…