Paraplanner

What You’ll Do

• Assist advisors with the preparation and implementation of comprehensive financial plans
• Gather, input, and maintain client financial data across planning and portfolio systems
• Develop planning analyses including cash flow, retirement projections, tax planning, insurance reviews, and estate planning support
• Prepare client meeting materials, presentations, and follow-up action items
• Conduct financial research and scenario analysis as requested by advisors
• Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards

What You Bring

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Strong desire to pursue the CFP® certification (actively enrolled or planning to enroll preferred)
• Exceptional attention to detail and analytical skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Excel and Word; familiarity with eMoney financial planning software a plus
• Ability to manage multiple tasks in a fast-paced, collaborative environment