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We are a well-established and growing wealth management firm serving high-net-worth individuals, families, and business owners. Our practice emphasizes comprehensive financial planning, tax-aware strategies, and long-term client relationships. We are seeking a Paraplanner / Financial Planner who can support senior advisors while also providing essential operational support to ensure a seamless client experience

Position Overview

This role combines financial planning support with client-service and operational responsibilities. It is well suited for a Paraplanner seeking a clear path into a Financial planner role, or for an early-career planner who values both analytical work and hands-on involvement in client onboarding and ongoing service.

Key Responsibilities

-Financial Planning & Advisory Support

• Prepare and update comprehensive financial plans (retirement, tax, estate, investment, education, insurance)
• Analyze client financial data, cash flow, net worth, and projections
• Assist advisors in client meeting preparation and follow-up
• Attend client meetings and participate in plan presentations, as appropriate
• Support implementation of planning recommendations

-Operations & Client Service Support

• Prepare and process new account paperwork, including custodial forms and compliance documentation
• Assist with account openings, transfers, rollovers, and maintenance requests
• Coordinate client onboarding and ensure timely, accurate execution
• Maintain organized and compliant client records and documentation
• Serve as a liaison between advisors, custodians, and internal operations teams
• Track outstanding items and follow up to completion

Qualifications

• We are a well-established and growing wealth management firm serving high-net-worth individuals, families, and business owners. Our practice emphasizes comprehensive financial planning, tax-aware strategies, and long-term client relationships. We are seeking a Paraplanner / Financial Planner who can support senior advisors while also providing essential operational support to ensure a seamless client experience.

  Position Overview

  This role combines financial planning support with client-service and operational responsibilities. It is well suited for a paraplanner seeking a clear path into a financial planner role, or for an early-career planner who values both analytical work and hands-on involvement in client onboarding and ongoing service.

  Key Responsibilities

  -Financial Planning & Advisory Support

• Prepare and update comprehensive financial plans (retirement, tax, estate, investment, education, insurance)
• Analyze client financial data, cash flow, net worth, and projections
• Assist advisors in client meeting preparation and follow-up
• Attend client meetings and participate in plan presentations, as appropriate
• Support implementation of planning recommendations

• -Operations & Client Service Support

• Prepare and process new account paperwork, including custodial forms and compliance documentation
• Assist with account openings, transfers, rollovers, and maintenance requests
• Coordinate client onboarding and ensure timely, accurate execution
• Maintain organized and compliant client records and documentation
• Serve as a liaison between advisors, custodians, and internal operations teams
• Track outstanding items and follow up to completion

• -Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2+ years of experience in financial planning, paraplanning, or wealth management operations
• CFP® designation or progress toward CFP® strongly preferred
• Familiarity with custodial platforms and account-opening workflows a plus
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Client-first mindset with a high level of professionalism

• Compensation & Benefit

• Competitive salary, commensurate with experience
• Performance-based bonus opportunities
• Health insurance, retirement plan, and additional benefits
• Continuing education and CFP® support
• Clear career path for advancement into a lead planner role
• Collaborative, professional, and growth-oriented culture
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2+ years of experience in financial planning, paraplanning, or wealth management operations
• CFP® designation or progress toward CFP® strongly preferred
• Familiarity with custodial platforms and account-opening workflows a plus
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Client-first mindset with a high level of professionalism

Compensation & Benefits

• Competitive salary, commensurate with experience
• Performance-based bonus opportunities
• Health insurance, retirement plan, and additional benefits
• Continuing education and CFP® support
• Clear career path for advancement into a lead planner role
• Collaborative, professional, and growth-oriented culture