Jr. Advisor - Paraplanner

About Us

At Elite Income Advisors we provide full operational support, including paperwork processing, compliance management, and office infrastructure, so you can concentrate on what you do best: helping clients achieve their financial goals. High net-worth warm leads are provided; cold calling does not exist. This is an ideal opportunity for advisors who want to grow their business in a streamlined, supportive environment without the distractions of running an office.

Responsibilities

• Collaborate with financial advisors to prepare personalized financial plans for clients, including investment strategies, insurance analysis, and retirement planning
• Conduct research on investment products, insurance solutions, estate planning tools, and other financial strategies
• Create client reports and financial projections using planning software and modeling tools
• Prepare documentation and reports for client meetings, ensuring accuracy and clarity
• Maintain compliance with SEC and state insurance regulations
• Liaise with product providers, custodians, and insurance carriers to gather relevant data
• Update client information and financial records in CRM and planning systems
• Track follow-ups and ensure timely plan implementation and documentation

Requirements

• Bachelor’s degree in finance, economics, accounting, or a related field preferred
• Minimum of 2 years of experience in a paraplanning or financial planning support role
• Strong understanding of investment and insurance products, financial planning principles, and compliance requirements
• Proficient in financial planning software (e.g., eMoney, Riskalyze, Morningstar, or similar) and CRM systems
• Exceptional attention to detail, organizational, and communication skills
• Ability to obtain your CFP® designation within the first 3 years of your employment
• Maryland Life & Health Insurance Producer License (REQUIRED)

Preferred Qualifications

• CFP® designation
• Experience working in a fee-based or fiduciary financial planning environment
• Familiarity with Maryland-specific insurance and financial regulations
• FINRA Series 65 license

Benefits

• Competitive salary and benefits package
• Professional development support and continuing education opportunities
• Collaborative and client-focused work environment
• Performance bonus opportunities