What are the responsibilities and job description for the Paraplanner position at Garrison Financial Group?
Our firm is growing, and with that comes the need to elevate how we deliver planning. We are looking for a Paraplanner who takes the work seriously, cares about getting it right, and understands that a great plan is more than software output.This role exists to assist the Financial Planning team in the planning process and ensure every client receives thoughtful analysis, clear recommendations, and a smooth experience from onboarding through implementation. You won’t sit in a corner building reports. You will collaborate with advisors, drive planning standards, and help shape how our firm continues to scale.Compensation:$60,000 yearlyResponsibilities:What You’ll LeadOversee the full financial planning process from data gathering through plan presentation and follow-through using eMoneyReview plans and recommendations for accuracy, completeness, and suitabilityImprove workflows, templates, and best practices so the planning team and advisors operate consistentlyTrain advisors and support staff on planning concepts and softwareMaintain planning quality as we add advisors, new clients, and more complexityServe as a planning resource during complex or high-stakes client situationsIdentify gaps in client plans and help advisors prioritize next stepsWhat Your Day Could IncludeRunning deeper analysis on retirement projections, tax planning, and alternative planning scenariosReviewing advisor recommendations to align with the client’s objectives and our planning philosophyMeeting with clients alongside advisors to support complex planning discussionsHelping design and refine planning deliverables so they’re clear, modern, and useful rather than confusingQualifications:Customer service experience in our industry is preferredEnjoys talking with customers and can communicate through verbal and written channelsTechnologically savvy; basic knowledge of Microsoft Office Word and Excel programs and filing systems with the ability to learn new programs quickly and troubleshoot common issuesShows ability to quickly finish very detailed work What You NeedStrong background in holistic planningCFP preferred or on-path to CFPMinimum five years of planning experience with demonstrated complexity, not just entry-level prep workFamiliarity with tax strategy, retirement income planning, estate considerations, and advanced planningComfortable with planning software and willing to learn new tools as we evolveAbout Companywww.gfglegacy.com
Salary : $60,000