Paraplanner

Responsibilities

• Prepare client meeting materials using eMoney, Black Diamond, Kwanti, and Riskalyze/Nitrogen — including net worth statements, cash flow analysis, depletion analysis, and planning strategy updates (1031 exchanges, Pledge Asset lines, etc.)
• Manage preparation and processing of insurance applications, annuity applications, and alternative investment accounts from start to finish
• Oversee placement and implementation of insurance, annuity, and alternative products — coordinating with sponsors, custodians, carriers, and internal team members
• Track advisor recommendations and ensure client planning strategies move forward efficiently
• Conduct research to support advisor decision-making on complex client situations
• Cookbook client onboarding and document collection
• Manage client workflows in Salesforce: action plans, client profiles, tasks, and records
• Translate advisor meeting notes into actionable follow-through, keeping all client work on track
• Maintain organized digital client files and ensure strict compliance documentation standards

Requirements

• Bachelor's Degree
• 5+ years in wealth management, financial planning, or advisor support
• 3+ years directly supporting financial advisors in a client-facing or planning capacity
• Hands-on experience with Life, Disability & LTC Insurance (2+ yrs), Annuities (1+ yr), Alternative Investments (1+ yr)
• Active Life & Health Insurance License (required)
• Series 7 preferred, or willingness to obtain
• Proficiency with Salesforce, eMoney, Black Diamond, and advanced Microsoft Excel
• Ownership mindset: you take a problem and you solve it

Qualifications

None specified

Skills

• Systems thinking
• Initiative
• Meticulous execution

Benefits

None specified

Pay

Competitive compensation with flexibility for the right candidate

Schedule

On-site