Para Planner

About the role

We are seeking a motivated and detail‑oriented Para Planner to join our growing advisory team. This is an excellent opportunity for a financial planning professional who wants to strengthen their skills, work alongside experienced advisors, and build a long‑term career in wealth management. As the firm continues to grow, this position offers a clear opportunity for professional development and career advancement.

Responsibilities

• Support lead advisors in preparing comprehensive financial plans covering retirement, tax, estate, insurance, and investment strategies.
• Conduct client research and gather financial information, including net worth analysis, cash flow modeling, and insurance/investment reviews.
• Prepare and maintain financial planning deliverables using platforms such as eMoney, MoneyGuidePro, or similar software.
• Prepare meeting agendas, summaries, and follow‑up action items for client review meetings.
• Assist with client onboarding by collecting and organizing documents, entering information into the CRM, and coordinating account paperwork.
• Monitor client portfolios and identify items requiring advisor attention.
• Respond to client inquiries in a timely, professional, and personable manner.
• Collaborate with advisory and operations teams to provide a seamless client experience.
• Stay current on financial planning strategies, tax law changes, and industry developments.

Required Qualifications

• Active securities or financial planning license, such as Series 65, Series 66, CFP®, or equivalent.
• 2+ years of experience in financial planning, wealth management, or a related advisory role.
• Proficiency with financial planning software and CRM platforms.
• Strong interest in learning and adopting new technology, including planning tools, client communication platforms, and fintech solutions.
• Ability to work independently while also collaborating effectively with advisors and team members.
• Strong analytical skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Positive, team‑oriented attitude with a genuine interest in helping clients.

Preferred Qualifications

• CFP® designation or currently pursuing the designation.
• Experience working with high‑net‑worth (HNW) or ultra‑high‑net‑worth (UHNW) clients.
• Familiarity with RIA operations and compliance.