Virtual Paraplanner

About JPC Wealth Management: JPC Wealth Management is a small, family-owned, fee-only RIA located in Petaluma, CA. We are a comprehensive wealth management firm with a focus on ongoing financial planning, investment management, and lifetime tax planning. We believe that good retirement planning is more than just numbers. We help our clients make thoughtful decisions, avoid unnecessary risk, and keep more of what they’ve earned. We aim to be a steady hand, a sounding board, and a guide throughout retirement. Our mission is to bring clarity to our clients’ financial lives, so they can fully enjoy the next chapter with confidence and peace of mind. Our clients are primarily pre-retirees and retirees who value expert guidance, thoughtful planning, and a relationship built on trust. We are dedicated to building lifelong client partnerships that are rooted in family, openness, and mutual success. Our comprehensive planning experience is guided by the clients’ values and goals, and we take our fiduciary responsibility very seriously.Since 1996, we have built our firm through education, client referrals, and trusted professional relationships. Overview: This growing and successful financial practice is seeking an individual with experience in personal finance to fill the role of paraplanner. This role is ideal for someone who enjoys solving financial puzzles behind the scenes and wants to have a meaningful impact on clients’ lives without necessarily being the person leading every meeting. Working closely with the lead advisors, this person will prepare and maintain plans, handle meeting preparation, identify planning opportunities, and help ensure recommendations are carried through to completion. If you are a reliable, analytical self-starter who enjoys solving financial planning puzzles, takes pride in doing great work, and wants to be part of a close-knit team that genuinely enjoys helping clients, we’d love to hear from you. Key duties & responsibilities: Prepare and maintain retirement and financial plansUpdate client information and planning assumptionsPrepare Roth conversions, retirement income, Social Security, tax and cash flow analysesReview tax returns using Holistiplan and identify planning opportunities such as Roth conversions, charitable giving, etc.Prepare meeting materials and planning reports for advisor reviewPrepare advisors for meetings by organizing planning recommendations, identifying discussion topics, and creating meeting agendas and planning summaries.Review client accounts and identify planning opportunitiesWork with the advisor prior to meetings to review recommendations and discuss planning strategiesEnter and assign follow up tasks in Retail CRM and track tasks through completionSupport the advisor with investment research and analysisLook for ways to improve the firm’s processes and document procedures and workflows as the firm continues to growCoordinate with client service team to ensure recommendations are implemented Skills/Qualifications: Bachelor’s degree preferredPreferably 1-3 years of experience with an RIA or equivalentAbility to read and analyze existing financial documents and spreadsheetsSuperior technical skills and comfort level with financial planning softwareOpen to a variety of different designations but ideally a CFP or a CFP candidate is preferred Proficient in financial planning concepts, recognize/read personal financial documents, take direction and brainstorm with financial advisorMust by highly organized and knowledgeable and possess strong analytical skillsProvide excellent interpersonal and communication skills with teamSelf-starter who understands priorities and deadlines and takes ownership of workActs with integrity, honesty and enjoys learning and growing Compensation & Perks: This will be a full-time W-2 position (30-40 hours per week)Salary $75K+401K and profit sharingHealthcare, dental and vision coveragePTO and flex timeRemote work and flexibility and would love to find someone comfortable with occasional travel to Petaluma, CA Next Steps: Please include a cover letter along with your resume.This job listing will remain active until the position has been filled.The application process is being handled by team Simply Paraplanner. Please direct all applications and questions directly to Simply Paraplanner. Any applications received outside of Simply Paraplanner will not be considered.