Paraplanner

Paraplanner – Registered Investment Advisor (RIA)

We are a growing wealth management firm seeking a detail-oriented Paraplanner to support our advisors and help deliver exceptional client service. This role combines financial planning, client service and advisor support.

Responsibilities

·      Build and update financial plans in RightCapital (experience a plus).

·      Gather and analyze client data (cash flow, retirement, insurance, investments, estate).

·      Prepare reports, meeting materials, and track follow-ups.

·      Assist with account openings, transfers, and client money movement.

·      Maintain accurate client records and support compliance processes.

·      Provide administrative support to advisors and assist with firm projects.

Qualifications

·      Bachelor’s in Finance, Business, or related field (preferred).

·      One-year of experience in a paraplanner, client service associate, or similar RIA role.

·      Familiarity with financial planning software (RightCapital, eMoney, or MoneyGuide).

·      Strong organizational, communication, and multitasking skills.

·      Progress (or desire to progress) toward CFP® designation a plus.

Why Join Us?

·      Collaborative, growth-oriented environment.

·      Exposure to advanced financial planning and investment strategies.

·      Career development and direct client interaction.

·      Career development and direct client interaction.

·      A successful candidate in this role has a path to becoming a financial advisor and manage their own clients.