Job Description
Job Description
We are a well-established and growing wealth management firm serving high-net-worth individuals, families, and business owners. Our practice emphasizes comprehensive financial planning, tax-aware strategies, and long-term client relationships. We are seeking a Paraplanner / Financial Planner who can support senior advisors while also providing essential operational support to ensure a seamless client experience
Position Overview
This role combines financial planning support with client-service and operational responsibilities. It is well suited for a Paraplanner seeking a clear path into a Financial planner role, or for an early-career planner who values both analytical work and hands-on involvement in client onboarding and ongoing service.
Key Responsibilities
-Financial Planning & Advisory Support
- Prepare and update comprehensive financial plans (retirement, tax, estate, investment, education, insurance)
- Analyze client financial data, cash flow, net worth, and projections
- Assist advisors in client meeting preparation and follow-up
- Attend client meetings and participate in plan presentations, as appropriate
- Support implementation of planning recommendations
-Operations & Client Service Support
- Prepare and process new account paperwork, including custodial forms and compliance documentation
- Assist with account openings, transfers, rollovers, and maintenance requests
- Coordinate client onboarding and ensure timely, accurate execution
- Maintain organized and compliant client records and documentation
- Serve as a liaison between advisors, custodians, and internal operations teams
- Track outstanding items and follow up to completion
Qualifications
-
We are a well-established and growing wealth management firm serving high-net-worth individuals, families, and business owners. Our practice emphasizes comprehensive financial planning, tax-aware strategies, and long-term client relationships. We are seeking a Paraplanner / Financial Planner who can support senior advisors while also providing essential operational support to ensure a seamless client experience.
Position Overview
This role combines financial planning support with client-service and operational responsibilities. It is well suited for a paraplanner seeking a clear path into a financial planner role, or for an early-career planner who values both analytical work and hands-on involvement in client onboarding and ongoing service.
Key Responsibilities
-Financial Planning & Advisory Support
- Prepare and update comprehensive financial plans (retirement, tax, estate, investment, education, insurance)
- Analyze client financial data, cash flow, net worth, and projections
- Assist advisors in client meeting preparation and follow-up
- Attend client meetings and participate in plan presentations, as appropriate
- Support implementation of planning recommendations
-
-Operations & Client Service Support
- Prepare and process new account paperwork, including custodial forms and compliance documentation
- Assist with account openings, transfers, rollovers, and maintenance requests
- Coordinate client onboarding and ensure timely, accurate execution
- Maintain organized and compliant client records and documentation
- Serve as a liaison between advisors, custodians, and internal operations teams
- Track outstanding items and follow up to completion
-
-Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 2+ years of experience in financial planning, paraplanning, or wealth management operations
- CFP® designation or progress toward CFP® strongly preferred
- Familiarity with custodial platforms and account-opening workflows a plus
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Client-first mindset with a high level of professionalism
-
Compensation & Benefit
- Competitive salary, commensurate with experience
- Performance-based bonus opportunities
- Health insurance, retirement plan, and additional benefits
- Continuing education and CFP® support
- Clear career path for advancement into a lead planner role
- Collaborative, professional, and growth-oriented culture
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 2+ years of experience in financial planning, paraplanning, or wealth management operations
- CFP® designation or progress toward CFP® strongly preferred
- Familiarity with custodial platforms and account-opening workflows a plus
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Client-first mindset with a high level of professionalism
Compensation & Benefits
- Competitive salary, commensurate with experience
- Performance-based bonus opportunities
- Health insurance, retirement plan, and additional benefits
- Continuing education and CFP® support
- Clear career path for advancement into a lead planner role
- Collaborative, professional, and growth-oriented culture
Company DescriptionGrowth Oriented Financial Services Company.
Company Description
Growth Oriented Financial Services Company.