An independent, client-focused financial advisory firm committed to guiding families, professionals, and retirees toward long-term financial confidence is seeking an Entry-Level Financial Paraplanner who will support our advisory team in delivering personalized, holistic financial planning.
Key Responsibilities
Client & Advisor Support
• Gather and organize client financial data including income, spending, assets, liabilities, insurance, and investment holdings.
• Prepare planning summaries, meeting documents, and follow-up materials for advisor-led client conversations.
• Help maintain a warm, professional client experience aligned with our firms’ values of trust, education, and long‑term partnership.
Financial Plan Development
• Assist advisors with the creation of comprehensive financial plans addressing retirement readiness, investment strategy, risk management, tax awareness, estate considerations, and cash-flow needs.
• Enter and verify client data in the firms’ financial planning software and CRM systems.
Investment & Product Research
• Prepare reports comparing mutual funds, ETFs, annuity products, and insurance solutions.
• Monitor economic and market developments to support client communication materials.
Administrative & Compliance Support
• Assist with client onboarding, account transfers, service requests, and documentation.
• Maintain accurate, compliant, and up‑to‑date client records within internal systems.
• Support firm‑wide operational workflows to ensure a smooth and efficient client service experience.
Qualifications
Education & Training
• Bachelor’s degree in Finance, Economics, Business, Accounting, or a related discipline (preferred).
• Coursework or interest in financial planning concepts such as investments, retirement planning, and insurance.
Skills & Competencies
• Strong analytical thinking and comfort with numbers.
• Professional written and verbal communication abilities.
• High attention to detail and organizational discipline.
• Proficiency with Microsoft Office (especially Excel and Word).
• Ability to learn financial planning platforms used by the firms.
Job Features
| Job Category | Administration/Support, Financial Advisor Opportunities |
A successful and rapidly-growing RIA firm is seeking to add one advisor to their office in the Conshohoken, PA area. This is a great opportunity for an advisor who wants to grow with a successful organization without the need for prospecting.
Job Description and Requirements:
- Access to an existing marketing system
- New client appointments scheduled for you
- Little to no prospecting
- Meet with clients and close business!
- Series 65 required
- CFP a plus
Job Features
| Job Category | Financial Advisor Opportunities |
A successful and rapidly-growing RIA firm is seeking to add one financial advisor to their office in the Charlotte, NC area. This is a great opportunity for an advisor who wants to grow with a successful organization without the need for prospecting.
Job Description and Requirements
- Access to an existing marketing system
- New client appointments scheduled for you
- Little to no prospecting
- Meet with clients and close business!
- Series 65 required
- CFP a plus
Job Features
| Job Category | Financial Advisor Opportunities |
One of the fastest growing independent RIA firms in the country is seeking a Client Service Advisor for their office in the Centennial, CO area. This individual would work with an existing book of business with the support of a successful firm and marketing system.
Job Responsibilities and Qualifications
Work with existing clients of the firm
Client reviews
Portfolio analysis
Re-balancing
Look for other sales opportunities within the existing book
65 required
Salary plus bonus on revenue with full benefits. Great growth potential within the firm.
Job Features
| Job Category | Financial Advisor Opportunities |