Paraplanner

We are seeking an analytical, detail‑oriented Paraplanner to support our financial planning team. The ideal candidate enjoys the technical and research aspects of wealth management, has a strong foundation in financial planning principles, and is interested in progressing toward a CFP® designation or a planner role over time. This role blends analytical work, planning deliverables, and firm support to help deliver a high‑touch client experience.

• Gather and organize client financial data, including income, assets, liabilities, and goals.
• Conduct detailed research on investment options, retirement strategies, tax planning techniques, insurance, and estate planning fundamentals.
• Prepare comprehensive financial reports, projections, and plan summaries for advisor review.
• Assist in developing preliminary financial plans and strategies under advisor supervision.

• Maintain and manage financial planning software inputs and plan models with accuracy.
• Support plan updates, scenario analysis, cash flow models, and retirement projections.
• Create client follow‑up materials, meeting preparation notes, and deliverable outputs.

• Attend client meetings with advisors to take notes and help prepare follow‑up items.
• Coordinate with internal teams to ensure timely completion of plan components and tasks.
• Monitor plan progress and help track deliverables to completion.

• Bachelor’s degree in finance, economics, accounting, or related field preferred.
• Experience with financial planning software (e.g., eMoney, Money Guide Pro ) a strong plus.
• Strong analytical, research, and written communication skills.
• Desire to pursue CFP® or other advanced planning credentials.
• Ability to manage multiple work streams with high attention to detail.