What are the responsibilities and job description for the Paraplanner position at Tempo Wealth, LLC?
Paraplanner – Tempo Wealth
Location: Independence, OH
Website: TempoWealth.com
Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Paraplanner to join our expanding team and play a key role in building and updating complex financial plans.
This position can be hybrid after a training period in the office
Salary & Benefits
- Salary Range: $80,000 – $100,000, commensurate with experience and credentials
- Company-paid health insurance
- 401(k) with safe harbor contribution
- Group life and disability insurance
- Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
- No business development requirements
Key Responsibilities
- Assist in preparing financial plans, analyses, and client reports
- Support the wealth planning team through financial planning research tailored to each client's unique circumstances
- Client meeting preparation and follow up
- Data gathering from clients and other professionals and data entry into financial planning software
- Model scenarios for clients with executive compensation and stock-based benefits
- Assist in creating planning deliverables, recommendation summaries, and client meeting materials
- Build, maintain, and update detailed financial planning scenarios, including retirement projections, cash flow analyses, tax-sensitive planning strategies, equity compensation modeling, deferred compensation analyses, and concentrated stock planning
Qualifications
- Minimum 3 years paraplanning/planning experience
- Excellent written and verbal communication skills, both internally and client-facing
- Strong research and analytical abilities
- Tech-savvy, with the ability to learn quickly
- Organized and detail-oriented
- Experience with eMoney platforms a plus
- FPQP or CFP designations not required, but would be a plus
Hiring Process
Qualified candidates will begin with a 15–30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
Salary : $80,000 - $100,000