Paraplanner

Description

The Paraplanner supports financial advisors by preparing, analyzing, and presenting comprehensive financial plans. This role is integral in client meeting preparation and often participates in client meetings alongside advisors to present planning components. The Paraplanner manages financial data within CRM and client-facing portals and takes ownership of analytics and reporting to help optimize client outcomes and advisor effectiveness.

Duties and Responsibilities:

Financial Planning & Presentation Support

• Prepare detailed financial plans, reports, and projections using financial planning software.
• Participate in client meetings alongside advisors, presenting plan components clearly and confidently.
• Collaborate in prep meetings to review client profiles, meeting agendas, and ensure smooth delivery.
• Perform scenario modeling and “what-if” analyses (e.g., Roth conversion strategies, retirement income projections, insurance needs).
• Develop draft recommendations for review by the advisor before presentation to clients.
• Compare multiple planning strategies to highlight trade-offs and support informed client decisions.

Data & Systems Management

• Keep client financial data current and accurate in the CRM and client-facing portals.
• Manage plan updates, organize digital documentation, and streamline client communications.
• Validate inputs across planning software, custodians, and CRM systems for consistency.
• Reconcile discrepancies between data sources and resolve issues proactively.
• Track and report on firm-wide planning metrics (e.g., percent of clients with updated financial plans).

Analytics & Reporting

• Monitor portfolio performance, client progress toward goals, and other key metrics.
• Produce reports and insights to strengthen client engagement and inform advisor strategies.
• Identify opportunities and trends in client data to refine planning recommendations.
• Develop dashboards or summary reports for advisors highlighting household performance, risk, and progress.
• Conduct segmentation analysis (e.g., by age, AUM, business owner status) to support targeted outreach.
• Deliver internal analytics on client demographics and planning adoption for leadership decision-making.

Administrative & Compliance Support

• Oversee client paperwork, ensuring accuracy and regulatory compliance.
• Support onboarding and ongoing maintenance of financial plans.
• Assist with audit preparation and respond to compliance requests.
• Maintain version control of financial plans with clear documentation of assumptions.
• Verify that recommendations align with suitability and risk tolerance standards.
• Collaborate with compliance to maintain audit-ready plan files.

Collaboration & Development

• Serve as a technical resource for advisors, offering guidance on planning software and processes.
• Participate in case study reviews or mock client sessions to test and refine planning approaches.
• Partner with advisors on prospecting by preparing draft scenarios or introductory financial plans.
• Share insights and best practices with teammates to strengthen overall planning capabilities.

Qualifications:The requirements listed below are representative of the knowledge, skills, and abilities required for this role. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in finance, accounting, economics, or related field preferred.
• Experience with financial planning software and CRM systems.
• Strong analytical skills and comfort working with data and reports.
• Excellent communication skills for client presentations and internal collaboration.

Key Characteristics:

· Detail-Oriented: Ensures accuracy and thoroughness in plans and reports.

· Proactive: Anticipates needs and takes initiative to support advisors and clients.

· Collaborative: Works seamlessly with advisors, clients, and internal teams.

· Analytical: Comfortable interpreting data and generating actionable insights.

· Reliable: Consistently meets deadlines and follows through on commitments.

Education & Experience:

• Bachelor’s degree or equivalent combination of education and experience.
• Prior experience in financial planning support roles is required.
• SIE & Series 7 Preferred, with comfortability to pursue 66 or 63/65

Our Guiding Principles:

At Conte Wealth Advisors, our associates use four guiding principles: integrity, flexibility, commitment, and kindness, to deliver consistent, exceptional experience with every client and advisor engagement.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same.
• Embrace the ‘team’ concept.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Grow professionally and inspire others to do the same.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor and Conte Wealth Advisors are not affiliated.

Pay: $70,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Paid time off

Application Question(s):

• Have you ever provided Paraplanning support for a Financial Advisor before? If yes, please explain.

Ability to Commute:

• Camp Hill, PA 17011 (Required)

Work Location: In person

Salary : $70,000 - $75,000