Licensed Paraplanner

Licensed Paraplanner

Are you ready to make a meaningful impact in people’s lives, one financial plan at a time? At Omega Financial Planning, we’re seeking a licensed Paraplanner who brings precision, initiative, and a client-first mindset to our vibrant, full-service advisory team. You’ll collaborate directly with our financial advisor, preparing comprehensive plans, conducting research, and ensuring every client’s data and strategy are in perfect shape—starting with a 6-month probationary period. If you thrive in a fast-paced, high-expectation environment and believe in going the extra mile, this is the role for you.

Best-in-Class Benefits and Culture:

We value our employees’ time and efforts. Our commitment to your success is enhanced by competitive compensation, depending on experience, bonus potential after 12 months of employment, and an extensive benefits package including:

• Comprehensive health coverage: Medical, dental, and vision insurance provided
• Robust retirement planning: 401(k) plan available with employer matching
• Financial security: Life and disability insurance for added protection
• Flexible financial options: Health savings and flexible spending accounts offered
• Well-being and work-life balance: Paid time off and flexible schedule

Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.

To succeed as a Licensed Paraplanner, you should have:

• Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field, with at least 5 years of experience in financial planning, wealth management, or a client service advisory environment.
• FINRA Series 7 and 66 (or 65 & 63) licenses required; Life, Health, and Variable Insurance licenses preferred or in progress.
• Solid proficiency in eMoney, Microsoft Office Suite, CRM platforms, and financial planning or FinTech tools; ability to quickly adapt to emerging technologies and AI efficiency applications.
• Solid analytical, organizational, and communication skills with strong attention to detail, initiative, and the ability to work independently or collaboratively in a fast-paced environment.
• Solid English language skills; able to read, write, and communicate professionally with clients and colleagues. Occasional travel may be required for client meetings, conferences, training or firm events both local and out of state.
• Registered Paraplanner (RP®) designation preferred
• CFP® coursework completed or in progress preferred

Your responsibilities as the Licensed Paraplanner will include:

• Develop and maintain financial plans: Prepare and update comprehensive financial plans, investment proposals, and retirement projections using tools like eMoney under the direction of the financial professional.
• Analyze and organize client data: Gather, verify, and interpret client financial information, including assets, liabilities, income, expenses, and risk tolerance, to support plan accuracy.
• Execute trades and transactions: Process trades and model rebalancing for investment accounts in accordance with the advisor’s documented instructions.
• Support client meetings and onboarding: Prepare meeting materials, assist in onboarding new clients, take detailed meeting notes, and manage post-meeting follow-ups.
• Ensure compliance and service excellence: Maintain adherence to regulatory and firm policies while coordinating client service requests and helping resolve issues efficiently.

About Us

At Omega Financial Planning, our primary purpose is simple yet profound: to deliver tailored, high-impact financial solutions that help our clients envision and achieve a meaningful, purpose-driven future. We believe in a team-based approach, bringing together diverse backgrounds, education, and experience to ensure no client settles for a “one-size-fits-all” strategy. We provide undivided attention to each client, from planning through execution to ongoing follow-up, anticipating challenges, identifying opportunities, and keeping the focus firmly on their goals. As a firm serving pre-retirees and retirees, we know that sound decisions today matter more than ever. That’s why our professionals are committed to helping clients understand their choices and act with confidence.

We’re energetic, collaborative, and client-service focused. Our client-first culture demands top performance and a can-do attitude, and we provide a workplace where supportive teamwork and high standards go hand in hand.

Join Our Team as a Licensed Paraplanner

Take your financial planning expertise to the next level and make a real impact on clients’ futures. Bring your skills, initiative, and passion to a collaborative, fast-paced team where your work drives results and inspires confidence.

We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.