A well-established, multi-location private wealth management practice, is seeking a Paraplanner to support Financial Advisors and Associate Financial Advisors in developing and delivering comprehensive financial plans for individuals and families. This role combines financial-plan construction and analysis with meaningful client interaction. You will gather and update client information, build planning models, compare scenarios, prepare recommendations for advisor review, participate in client meetings, and follow through on planning deliverables. The focus is personal financial planning, including retirement, investments, cash flow, insurance, education funding, tax considerations, and estate-planning needs. Experience in a wealth management or financial planning practice is especially valuable. Candidates with related analytical experience may also be considered when paired with a clear commitment to learning personal financial planning and obtaining the required licenses. The practice is transitioning from NaviPlan to MoneyGuide, making MoneyGuide experience especially valuable. We have an immediate hiring need and may hire up to two exceptional candidates. This position offers two potential career paths: long-term specialization in financial planning or continued development toward CFP certification, the practice’s concierge team, and ultimately an Associate Financial Advisor opportunity. The position generally follows a Monday–Friday, standard business-hours schedule and is eligible for overtime in accordance with applicable law. What You Will Do Financial Plan Development and Analysis
- Gather, organize, and analyze client information across retirement, investments, cash flow, insurance, education funding, tax considerations, estate-planning inputs, and other planning areas.
- Update client data and build, run, and quality-check comprehensive financial-planning models, scenario analyses, and supporting illustrations.
- Prepare preliminary planning documents, recommendations, and product-solution analyses, including MoneyGuide deliverables, for advisor review and approval.
- Support insurance analysis by preparing product illustrations and in-force reprojections within applicable licensing, supervisory, and role-authority parameters.
- Identify missing information, inconsistencies, and follow-up questions that could affect the accuracy of a financial plan.
Client Meeting Preparation and Follow-Through
- Prepare client meeting files, enter planning data, and assemble supporting documents.
- Present financial-planning models alongside Financial Advisors and help explain planning concepts and next steps clearly.
- Document meeting action items and coordinate timely follow-up.
- Prepare written financial plans and create, track, and deliver client-ready planning materials and communications.
Planning Systems and Team Support
- Support the transition from NaviPlan to MoneyGuide by helping establish consistent templates, workflows, documentation, and quality standards.
- Maintain accurate electronic client files and protect confidential information.
- Follow practice, regulatory, and data-security procedures.
- Collaborate with advisors and service teams to manage priorities and complete client deliverables.
- Contribute to planning-team projects and process improvements.
What We’re Looking For
- Bachelor’s degree in financial planning, finance, accounting, economics, business, or a related discipline. Graduation from an accredited CFP Board Registered Program is strongly preferred.
- Two years of experience with a financial-services firm offering investment management, insurance products, and comprehensive financial planning preferred. Relevant internships or comparable experience will also be considered.
- Series 7, Series 66, and Life/Health insurance licenses, or the ability and commitment to obtain the required licenses within an agreed timeframe.
- MoneyGuide experience strongly preferred. Experience with NaviPlan or another comprehensive financial-planning platform is also valuable.
- CFP certification preferred. CFP coursework or a genuine willingness to pursue certification is valuable.
- Ability to read and interpret account statements, tax returns, estate documents, business materials, technical procedures, and applicable regulations.
- Strong analytical judgment, mathematical comfort, accuracy, organization, and the ability to evaluate multiple planning scenarios.
- Excellent written, verbal, and client-presentation skills.
- Proficiency with Microsoft Excel, Word, Outlook, Teams, Adobe, client-management systems, databases, and other business software.
- Integrity, empathy, discretion, and the ability to collaborate across teams while managing multiple priorities and deadlines.
The practice offers a comprehensive total-rewards package designed to support employees’ health, financial well-being, and long-term professional growth.
Benefits for eligible full-time employees include:
- Medical coverage with PPO and high-deductible health plan options, including an HSA option. The practice pays the full cost of employee-only medical, dental, and vision coverage.
- $50,000 in employer-paid group life insurance, plus employer-paid short-term and long-term disability benefits.
- Section 125 flexible benefits, including a healthcare Flexible Spending Account and Dependent Care Reimbursement Account.
- 15 PTO days annually, prorated in the first year based on hire date following the policy’s 30-day eligibility period; 20 days beginning in the third year and 25 days beginning in the fifth year.
- 10 observed paid holidays each year.
- A 401(k) retirement plan with pre-tax and Roth contribution options and a company match of up to 4% when the employee contributes at least 5%.
- Full payment of approved licensing and credentialing costs.
- A staff bonus program providing $500 quarterly when the practice meets its quarterly team net-flow goal, plus a year-end bonus equal to 3% of annual salary when the annual team net-flow goal is achieved.
- Annual holiday bonus eligibility, with the amount varying based on role and performance.
- Career development opportunities in financial planning and advisor support.
- Hands-on exposure to complex planning, insurance analysis, client meetings, and experienced advisors.
Benefit eligibility and administration are governed by the practice’s current plan documents and policies. Background Check Employment with this practice is contingent upon the successful completion of a background check. Equal Opportunity Employer This practice is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable federal, state, or local law.