Paraplanner ​/ Financial Advisor Associate

Position:
Full-Time, On-Site

Location:

Raleigh, NC

Position:
Full-Time, On-Site

Jaffe Tilchin Wealth Management is a private wealth management firm focused on helping individuals, families, and businesses make thoughtful decisions around investments, retirement, financial planning, and risk management.

Our approach is highly personal and relationship-driven. We work closely with our clients over many years and believe that strong financial advice starts with understanding the client, building a comprehensive plan, and providing consistent service along the way.

We are looking for someone to join our Raleigh office who can immediately help support the day-to-day needs of our advisory team, while also having the desire to develop into a financial advisor over time.

This is a unique opportunity for someone who wants to build a career in wealth management and learn the business from the ground up.

Initially, a significant part of the role will involve helping manage the day-to-day organization and administration of an advisory practice. This includes coordinating calendars, scheduling client meetings and calls, preparing for meetings, taking notes, drafting follow-up emails, managing client requests, and making sure action items are completed.

At the same time, we want this person to become increasingly involved in the financial planning and advisory side of the business. You will have the opportunity to learn how we build financial plans, review investment portfolios, prepare recommendations, communicate with clients, and manage long-term client relationships.

The goal is for the right person to grow well beyond a traditional administrative role and develop the skills and experience necessary to eventually become a financial advisor.

• Manage advisor calendars and coordinate client meetings, calls, and follow-ups
• Prepare meeting agendas, reports, financial planning materials, and client review documents
• Participate in client meetings and take detailed notes
• Draft meeting summaries and follow-up emails for advisor review
• Track outstanding client and advisor action items and help ensure they are completed
• Respond to routine client requests and provide a high level of client service
• Maintain accurate client records within the firm's CRM and other systems
• Assist with paperwork, account-related requests, and general practice management
• Help keep the advisory team organized and prepared throughout the week

• Gather and organize client financial information
• Assist in building and updating comprehensive financial plans
• Learn to analyze retirement projections, cash flow, Social Security, insurance, investments, and other planning areas
• Assist with portfolio reviews, investment proposals, and asset allocation analysis
• Learn how advisors prepare for and conduct client review meetings
• Develop an understanding of the firm's investment philosophy and financial planning process
• Gradually become more involved in client conversations and presentation of planning recommendations
• Work toward the licensing, education, and experience necessary to develop into a financial advisor

We are looking for someone who is organized, dependable, personable, and genuinely interested in building a long-term career in financial services.

The ideal candidate is someone who can handle the details behind the scenes while also being curious about the bigger picture. You should want to understand why recommendations are being made, how financial plans are built, how portfolios are managed, and how strong client relationships are developed.

You do not need to already know everything about financial planning. We are much more interested in finding someone who is intelligent, motivated, organized, coachable, and eager to learn.

• Bachelor's degree in finance, financial planning, economics, business, or a related field preferred
• Strong organizational and time-management skills
• Excellent written and verbal communication
• High attention to detail
• Comfortable managing multiple priorities and deadlines
• Professional and confident when communicating with clients
• Strong working knowledge of Microsoft Office and general business technology
• Experience with CRM or financial planning software is helpful but not required
• Prior experience in wealth management, financial planning, banking, or financial services is a plus
• Interest in pursuing securities licenses and/or the CFP designation is strongly preferred

The right person will be willing to do both the small things and the big things.

Some days that may mean coordinating calendars, scheduling calls, organizing paperwork, or making sure a client receives a follow-up email. Other days it may mean sitting in on a retirement planning meeting, helping build a financial plan,…