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.