Paraplanner
About The Position
Spire Outsourcing is a financial services support firm that specializes in outsourced financial plan construction for financial advisors. The company helps advisors save time by handling behind-the-scenes planning work such as data analysis and comprehensive plan development. Backed by experienced financial planning leadership and affiliated with Cambridge Investment Research as a majority owner, Spire positions itself as an extension of an advisor’s team, delivering high-quality, compliant financial plans efficiently and securely. We’re seeking a detail-oriented Paraplanner to support financial advisors by preparing financial plans, conducting research, and ensuring accurate, compliant client documentation. This is a part-time, fully remote role ideal for someone who enjoys analytical work and collaboration in a fast-paced financial planning environment.
Requirements
- 2+ years of experience in financial planning, wealth management, or related field
- Strong analytical, organizational, and communication skills
- Proficiency with spreadsheets and financial planning software
- Ability to work independently in a remote environment
Nice To Haves
- CFP® preferred but not required
Responsibilities
- Prepare and support comprehensive financial plans and client recommendations
- Analyze client data (income, assets, liabilities, cash flow)
- Research investment, retirement, and insurance products
- Prepare meeting materials, reports, and supporting documentation
- Maintain accurate client records and assist with account updates and paperwork
- Collaborate closely with financial advisors on ongoing plan reviews
Benefits
- Hourly Rate: $22/hour
- 100% remote flexibility
- Meaningful role supporting client financial success
- Collaborative, high-service professional environment
- Exceptional development opportunities
- Team that truly supports your success
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
