Paraplanner

About the role

The Paraplanner supports Financial Advisors by preparing financial plans, carrying out planning and investment analysis and coordinating implementation activities. The role ensures accurate financial data, well-prepared recommendations and timely follow-up on client needs, working closely with advisors and operations staff from data gathering through implementation.

Key responsibilities

• Gather, organize and maintain client financial information and documentation.
• Prepare retirement, insurance, education, estate and cash flow analyses using financial planning software.
• Assist in developing comprehensive financial plans and investment recommendations for advisor review.
• Prepare financial planning reports, presentations and meeting materials.
• Analyze client information to identify planning opportunities, data gaps and items needing advisor review.
• Research planning strategies, investment products, retirement solutions and risk management concepts.
• Support implementation of approved recommendations and monitor action items.
• Prepare account summaries, portfolio reviews and planning updates for client meetings, attend meetings as needed and document follow-up items.
• Maintain accurate records in line with firm policies and compliance requirements, and collaborate with advisors, operations staff and external providers.

Required profile

• Minimum high school diploma or equivalent; bachelor's degree preferred, though significant practical experience may be considered in its place.
• At least 2 years of experience in wealth management, financial planning, banking, accounting or financial services.
• Knowledge of financial planning concepts, investment products, retirement planning and wealth management strategies.
• Strong analytical and problem-solving skills, attention to detail and ability to manage multiple priorities in a fast-paced environment.

Required skills

• Advanced proficiency in Microsoft Excel and other Microsoft Office applications.
• Experience with financial planning software; eMoney experience preferred.

What we offer

• Salary of $40,000 - $55,000 per year plus an annual performance-based bonus.
• Health, vision and dental insurance, 401k, paid time away and volunteer days.