Paraplanner, Associate Advisor

Apollon Wealth Management • Charleston, SC

20d • Remote

About The Position

We are a boutique wealth management practice specializing in comprehensive, multigenerational financial planning for high-net-worth families with special needs. Our work spans Special Needs Trusts, ABLE accounts, government benefits coordination, caregiver financial planning, portfolio management and estate integration — delivered with the depth and personal attention this client population deserves.

We operate under Apollon Wealth Management, a Registered Investment Advisor based in Mount Pleasant, SC. Our practice is growing with a clear long-term vision: become the preeminent special needs financial planning firm in the Southeast, built on a team model where skilled planners grow into trusted advisors with real client relationships and meaningful financial participation in the results they produce.

If you’re energized by the idea of building something alongside a lead advisor — shaping processes, developing client relationships from the ground up, and growing into a lead role — this is a rare opportunity to do that in a niche where the planning work genuinely matters.

We are hiring an early career financial planner with 1–4 years of RIA or fee-only planning experience who wants to own something — complex planning work, real client relationships, and a defined path to lead advisor within 2–3 years.

Year one looks like this: you’ll build financial plans in eMoney, own client follow-up and communication, maintain the CRM, and support the lead advisor in delivering exceptional service across retirement, tax, estate, insurance, and special needs planning. You’ll attend client meetings as a second voice and take on progressively more visible roles as you demonstrate readiness.

By year two, you’ll be co-leading meetings and carrying your own households. By year three, the expectation is that you’re managing client relationships independently, with compensation that includes direct participation in the revenue generated by the clients you serve.

Requirements

• 1–4 years of financial planning experience at an RIA or fee-only planning firm
• Demonstrated experience building or substantially contributing to financial plan development
• Proficiency with eMoney or comparable comprehensive planning software (MoneyGuidePro, RightCapital)
• Series 65 or 66 licensed, or willingness to obtain prior to taking on client-facing advisory responsibilities — we will support exam preparation
• Empathetic, detail-oriented, and proactively communicative — you own follow-through without being reminded
• Self-directed and comfortable working with a high degree of autonomy; you manage your own time and deadlines without daily oversight
• Genuinely growth-oriented — your five-year goal should involve owning client relationships, not purely supporting someone else’s

Nice To Haves

• CFP® designation or actively in progress; candidacy will be prioritized
• Experience with estate planning, trust structures, or government benefit programs
• Personal or professional connection to the special needs or disability community
• Experience building internal processes, client-facing content, or planning workflows at a prior firm

Responsibilities

• Build comprehensive financial plan drafts in eMoney from data intake through completion, covering retirement, tax, estate, insurance, and special needs planning — then collaborate with the lead advisor to refine before client presentation
• Own client communication and follow-up: action items, documentation requests, meeting prep, post-meeting summaries, and routine client touchpoints between meetings
• Support seasonal planning workflows across our three structured meeting seasons — spring (tax planning and plan refresh), summer (insurance, estate review, mid-year check-ins), and fall (year-end planning and investment review)
• Develop working knowledge of SNTs, ABLE accounts, SSI/SSDI, Medicaid, and related benefit programs — and apply that knowledge in plan development and client communications
• Maintain complete and timely CRM records for all client interactions and planning activity
• Help build the infrastructure of a growing practice: scalable planning workflows, client-facing educational content, and onboarding processes for the special needs niche

Benefits

• Competitive Base Salary + Quarterly Performance Bonus
• 401(k) with 3% safe harbor employer contribution, immediately vested
• CFP® education program reimbursement — up to $2,500 (covers full cost of most CFP Board-registered certificate programs)
• CFP® exam fee reimbursement — up to $925 (current exam fee)
• Annual continuing education budget — up to $1,000/year for licenses, CE requirements, and niche-specific training
• Study time accommodations during CFP® exam preparation windows

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed