Paraplanner

About the role

Davidov Wealth Group, a wealth management and estate planning firm in Garden City, NY, is seeking a full-time Paraplanner to assist with building and amending financial plans for clients. The role focuses on supporting advisors and delivering exceptional client service.

Key responsibilities

• Build, maintain, and amend financial plans for clients.
• Analyze tax returns and investment statements prior to client review meetings.
• Prepare pre‑meeting checklists and briefing materials for advisors.
• Update financial plans as client circumstances change.
• Coordinate data gathering with the client service team.
• Communicate with clients via phone and email regarding scheduling, paperwork, and follow‑up tasks.
• Prepare income tax projections and scenario analyses.
• Assist with rebalancing client portfolios.

Required profile

• Minimum 3 years of financial planning or paraplanning experience.
• Comfortable reading and analyzing tax returns and investment statements.
• Strong organization, attention to detail, and ability to work independently.
• Effective communication and collaborative teamwork skills.
• Commitment to following office processes and client privacy policies.

Required skills

• Experience with financial planning and portfolio tools such as eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan (pluses, not required).
• Ability to learn and implement new technology and software.

What we offer

• Salary range $90,000–$120,000, commensurate with experience.
• Performance‑based bonus.
• Health insurance with 50% company contribution.
• Simple IRA with 3% employer match.
• Generous PTO (13 days to start) and paid holidays.
• Monday‑Friday schedule with good work/life balance.
• Defined growth path with mentorship and no business development requirements.