Paraplanner

PARAPLANNER

We are seeking a motivated and detail-oriented Para Planner to join our expanding advisory team. This is an outstanding opportunity for a financial planning professional who wants to sharpen their craft, work alongside seasoned advisors, and build a long-term career in wealth management. As we continue to grow, there is a clear and genuine path for advancement within our firm.

What You'll Do

- Support lead advisors in preparing comprehensive financial plans covering retirement, tax, estate, insurance, and investment strategies

- Conduct client research and data gathering, including net worth analysis, cash flow modeling, and insurance/investment reviews

- Prepare and maintain financial planning deliverables using planning software (e.g., eMoney, MoneyGuidePro, or similar)

- Draft meeting agendas, summaries, and follow-up action items for client review meetings

- Assist with client onboarding -- collecting and organizing documents, inputting data into the CRM, and coordinating account paperwork

- Respond to client inquiries in a timely, professional, and personable manner

- Collaborate with the operations and advisory team to ensure seamless client service delivery

- Stay current on planning strategies, tax law changes, and industry developments

What We're Looking For

Required:

- Active securities/financial planning license (Series 65, Series 66, CFP, or equivalent)

- Minimum 2 years of experience in financial planning, wealth management, or a related advisory role

- Proficiency with financial planning software and CRM tools

- Eagerness to learn and adopt the latest technologies -- we are a forward-thinking firm that embraces innovation in planning tools, client communication platforms, and fintech

- Ability to work both independently and collaboratively -- you're self-directed and accountable when working solo, and a true team player when working alongside advisors and staff

- Strong analytical skills with exceptional attention to detail

- Excellent written and verbal communication skills

- A positive, team-first attitude and genuine passion for helping clients

Preferred:

- CFP designation or currently in pursuit

- Experience with HNW/UHNW client families

- Familiarity with RIA operations and compliance

Why MFA Wealth?

- Real growth opportunity -- we are scaling quickly and promote from within

- Mentorship from 30 year industry veterans

- Exposure to complex, high-net-worth planning across diverse client types

- Pittsburgh-based, with a collaborative and supportive team culture

- Competitive compensation and benefits package commensurate with experience

• Benefits including dental, vision, health care, and 401(k) plan after 90 day introductory period

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Vision insurance

Ability to Commute:

• Pittsburgh, PA 15228 (Required)

Ability to Relocate:

• Pittsburgh, PA 15228: Relocate before starting work (Preferred)

Work Location: In person

Salary : $40,000 - $55,000