Job Description
Job Description
Interviewing now and ready to hire a Paraplanner for our Dunwoody office location. This is an in-office permanent position offering a salary range of $50,000 -$70,000+, depending on the level of experience and licensure.
Experienced Paraplanner
Role Overview
We are seeking a detail-oriented Paraplanner to support our Financial Advisors in delivering high-quality, compliant financial advice. The Paraplanner plays a critical role in the preparation of financial plans, research, and technical analysis, ensuring advice is accurate, well-documented, and aligned with client objectives and regulatory requirements. Utilizing a centralized approach, our financial planning department houses paraplanners who collectively create financial plans for our firm’s top individual and team-based financial advisors.
What We Offer
- Opportunity to work and grow professionally within a professional financial services environment
- Exposure to a broad range of clients and financial strategies
- Ongoing training and professional development
Compensation:
$50,000 - $70,000
Responsibilities:
- Prepare and model comprehensive financial plans, including retirement, investment, cash flow, insurance, tax, and estate planning
- Analyze client financial information and develop projections and strategy comparisons
- Conduct research on up-to-date investment products, strategies, and financial solutions
- Assist in the preparation of financial planning deliverables and supplemental analysis reports
- Ensure all advice documentation complies with internal policies and regulatory standards
- Support advisers with client meeting preparation, particularly regarding client goal-based recommendations within their dedicated planning software
- Maintain accurate, efficient, and organized client records and update CRM and planning systems frequently
Qualifications:
- Bachelor’s in Finance, Financial Planning, Economics, or a related discipline
- Experience in paraplanning, fee-based planning, or a financial services support role
- Securities Licensed – Preferred
- Stable job history and detail-oriented
- Working knowledge of financial planning principles, investment products, and regulatory requirements
- Strong analytical skills and attention to detail
- Proficiency in Emoney and/or Right Capital Planning Software ~ Preferred
- Excellent written communication and documentation skills
- Ability to manage competing priorities and deadlines
Attributes
- High level of professionalism and confidentiality
- Strong efficiency, speed, and organizational skills
- Client-focused and quality-driven
- Collaborative team player with a proactive approach
About Company
We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.
Why Join Us?
- Play a key role in delivering tailored, high-quality financial planning
- Make a direct impact in a boutique, client-centered environment
- Collaborate with experienced advisors and expand your industry expertise
- Thrive in a firm that values professionalism, precision, and lasting client relationships
- Access ongoing professional development and meaningful career advancement opportunities