Senior Paraplanner

Sanctuary Wealth Group LLC • Moorestown Township, NJ

5h • Onsite

About The Position

Ausperity Private Wealth is a growing, client-focused wealth management firm dedicated to helping individuals and families build, protect, and transition wealth with clarity and confidence. As a fast-growing independent advisory practice, our team operates in a high-touch, fast-paced environment where responsiveness, precision, and trust are essential. The paraplanner will play a central role in supporting ongoing client relationships and strengthening the firm’s financial planning and service delivery model. This individual will work closely with lead advisors to manage client engagement, coordinate planning deliverables, and ensure seamless execution of all follow-up and service-related tasks. This is a client-facing, planning-oriented role ideal for someone who enjoys both relationship management and technical financial planning work, and who thrives in a fast-paced, team-based RIA environment. This is not a financial advisor track or sales-oriented position!

Requirements

• 3–7+ years of experience in wealth management, financial planning, or RIA advisory support
• Strong understanding of financial planning concepts, investment fundamentals, and client advisory workflows
• Experience with financial planning tools (eMoney preferred or comparable platforms)
• Strong organizational skills with exceptional attention to detail
• Excellent written and verbal communication skills
• Proven ability to manage multiple client relationships and competing priorities
• High degree of ownership, accountability, and follow-through
• Team-oriented mindset with a strong client-first philosophy

Nice To Haves

• CFP® designation preferred (not required) or actively pursuing certification
• eMoney preferred

Responsibilities

• Manage and support ongoing relationships alongside lead advisors to ensure a high-touch client experience
• Serve as a consistent point of contact for client service needs and relationship coordination
• Anticipate client needs and proactively support advisors in delivering timely, thoughtful responses
• Help maintain continuity and consistency across all client interactions
• Coordinate and schedule client review meetings across advisory teams
• Prepare advisors for client meetings, including agendas, planning summaries, and supporting materials
• Attend client meetings as needed, capture detailed notes, and ensure accurate documentation
• Draft and send post-meeting client communications with clear next steps and action items
• Own and execute follow-up tasks to ensure timely completion and accountability
• Assist in the development and maintenance of comprehensive financial plans
• Utilize financial planning software (e.g., eMoney or similar tools) to support analysis, modeling, and recommendations
• Help translate advisor recommendations into actionable planning deliverables for clients
• Support ongoing updates to financial plans based on client life changes and market conditions
• Ensure all client service tasks are completed accurately, consistently, and on time
• Coordinate internally with advisors and support staff to manage workflow priorities
• Help standardize and improve service processes across the client experience lifecycle
• Maintain high-quality documentation and tracking across client engagements

Benefits

• Competitive benefits package (medical + vision + dental, 401(k) match, PTO, etc.)
• Opportunity for long-term growth within a fast-growing wealth management firm
• Exposure to all aspects of client service, operations, and advisor support in an RIA environment

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 11-50 employees