Paraplanner - Tax & Retirement Planning

Help families turn retirement uncertainty into confidence - and build a future around the life they want to live!

Palante Wealth Advisors is an independent retirement planning firm dedicated to helping families lead a great life in retirement, knowing their best years are yet to come. We’re looking for a detail-oriented, analytical, and curious Paraplanner to support our advisors in building thoughtful, personalized retirement plans that turn financial complexity into clarity.

What You’ll Do

You’ll play an important role in developing and maintaining comprehensive retirement plans, including:

• Build and maintain retirement plans through income projections, cash flow analysis, and scenario modeling.

• Support income-first planning by analyzing Social Security, pensions, retirement account withdrawals, and other income sources.

• Analyze tax and investment strategies to support retirement planning, including Roth conversion analysis, required minimum distributions (RMDs), tax-efficient withdrawal strategies, and retirement income planning.

• Evaluate client-specific scenarios and model planning strategies to help advisors determine appropriate Roth conversion amounts and timing, coordinate RMDs with other income sources, and assess the potential tax implications of retirement decisions.

• Prepare client meeting materials including financial summaries, planning illustrations, and scenario comparisons.

• Organize and analyze client financial data, including statements, tax returns, insurance information, and estate planning documents.

• Track recommendations and implementation tasks to support accurate follow-through, timely completion, and ongoing client service.

• Maintain accurate records in accordance with firm processes and compliance requirements.

• Collaborate with advisors and team members to deliver a thoughtful, consistent client experience

As you learn the Palante Way, you’ll have opportunities to deepen your technical expertise, contribute to plan development, and grow alongside the firm.

You May Be a Great Fit If You…

• Have 3-5 years of experience in financial planning, wealth management, or financial services, ideally at an RIA or financial planning firm. Relevant internships or directly applicable experience may also be considered.

• Hold an active Series 65 qualification (or an accepted equivalent such as Series 66 7) that satisfies applicable registration requirements.

• Have a strong interest in retirement income and tax planning, enjoy working with numbers and financial modeling, and are curious about how different strategies affect a client's long-term financial picture.

• Bring strong analytical skills, exceptional attention to detail, and the ability to organize information and identify inconsistencies.

• Communicate clearly, work well with others, and approach your work with curiosity, integrity, and a client-first mindset.

• Are coachable, eager to learn, and take pride in getting the details right.

What We Offer

• Salary-based compensation, medical and dental benefits, and a 401(k).

• A collaborative, in-person team environment in Pennington, NJ.

• On-the-job training in Palante’s comprehensive retirement planning process.

• Professional development and support toward relevant credentials.

• The opportunity to build specialized expertise at a growing firm with a clear mission and a client-first culture.

How to Apply

We want to learn about you, how you approach analytical work, and why retirement planning matters to you. Email your resume and a brief message explaining why Palante and why paraplanning to kimberly@palantewealth.com.

Subject line: Paraplanner Application