Paraplanner

About VestGen Wealth Partners:

VestGen Wealth Partners is transforming the wealth management industry by building a forward-thinking platform that empowers financial advisors to scale their practices, achieve long-term success, and secure their future. We operate at the intersection of financial advisory, private equity, and technology, and are creating a dynamic marketing function to drive lead generation, advisor acquisition, and strategic partnerships.

Job Summary:

The Wealth Associate serves as a key financial planning resource to the South Barrington Team, supporting the delivery of comprehensive, client-centered advice. This role is responsible for developing financial plans, conducting technical research and analysis, preparing client deliverables, and helping advisors evaluate planning strategies across a range of client situations. The team values a culture of teaching, learning, and continuous growth, so you are not expected to know everything on day one. You will have ample opportunities, guidance, and support to build your skills and succeed in the role. The ideal candidate possesses strong analytical skills, strong communication skills, comfortable with learning new technology, and detail oriented.

Key Responsibilities:

• Partner with Wealth Advisors as a technical planning resource, providing analytical support on client cases and participating in advisor and client meetings as needed.
• Develop financial plans, projections, scenario analyses, and client-ready presentations using financial planning software.
• Respond to advisor planning inquiries and support client communications by providing planning recommendations and follow-up guidance tailored to client needs.
• Maintain accurate client data, planning assumptions, and documentation while ensuring compliance with firm policies and regulatory requirements.
• Contribute to firm-wide planning initiatives, best practices, training, workflow improvements, and team strategy discussions that promote and enhance the client experience.

Qualifications:

• Bachelor’s degree.
• Strong analytical, problem-solving, and communication skills with exceptional attention to detail.
• Tech-savvy with proficiency in Microsoft Office and other business applications, particularly Excel, and other financial technology tools.
• Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy and professionalism.
• Demonstrated integrity, discretion, and commitment to continuous learning and professional development.
• Life and Health License, and Series 6/7 Registered (desired but not necessary)
• Willingness to learn.