Tech-Savvy Paraplanner - Join Our Innovative Team! (Castle Rock, CO)

Paraplanner (In-Office / Hybrid)

The AmeriFlex Group – Denver, CO
Salary: $73,000 – $108,000 per year
Job Type: Full-Time

Job Description

Are you looking to be part of a forward-thinking, technology-driven firm that prioritizes collaboration and growth? Join our financial planning team, where we deliver customized strategies to high-net-worth clients nationwide.

In this role, you will support advisors by preparing and maintaining financial plans, coordinating client needs, and helping drive an exceptional client experience.

We’re seeking a motivated, detail-oriented professional who is passionate about financial planning and enjoys working in a structured, team-focused environment.

Position Overview

This role works closely with financial planners to support the financial planning process and overall client experience. Responsibilities focus on financial plan preparation, data accuracy, meeting coordination, and workflow efficiency.

Key Responsibilities

• Prepare and maintain financial plans using eMoney and other planning tools
• Enter, update, and audit client data within financial planning software
• Update account balances and maintain accurate account aggregation
• Review client-submitted materials (insurance, benefits, expenses, income, mortgage details, etc.) for accuracy and completeness
• Schedule client review meetings and prepare meeting agendas
• Prepare meeting materials, reports, and follow-up items for advisors
• Coordinate client service requests and ongoing follow-up communication
• Gather, organize, and maintain client financial documents and records
• Monitor financial plans for missing information, inconsistencies, or needed updates
• Assist in improving workflows and internal processes to enhance efficiency and client experience
• Prepare reports for client meetings and internal use
• Support special projects and additional planning-related tasks as needed

Qualifications

• Bachelor’s degree required; Finance, Business, or related field preferred
• 3–5 years of experience in financial services or financial planning support (required)
• Hands-on experience with eMoney (required)
• Strong analytical and organizational skills with high attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines
• Proficiency in Microsoft Office and CRM systems
• High level of professionalism, confidentiality, and integrity

Preferred Qualifications

• FINRA Series 7 license preferred
• Familiarity with investment products and financial planning concepts
• Experience with CRM systems and financial technology tools

What We Offer

• Competitive salary: $73,000 – $108,000 (based on experience and qualifications)
• Comprehensive benefits package
• Professional development opportunities
• Career growth within financial planning and operations
• Collaborative, team-oriented environment

Application Process
To apply, please send your resume and a compelling cover letter to Stacy Leal at stacy@theameriflexgroup.com.

Equal Opportunity Employer Statement
The AmeriFlex Group is committed to fostering a diverse and inclusive workplace. We are an equal opportunity employer, and all qualified candidates will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Schedule & Work Environment

• Full-time position based in Denver, CO
• In-office with hybrid flexibility
• Monday–Friday, 8:30 AM – 5:00 PM

Job Type: Full-time

Pay: $73,000.00 - $108,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Work Location: Hybrid remote in Castle Rock, CO 80104

Salary : $73,000 - $108,000