Paraplanner Jobs

About The Position

Requirements

• Bachelor’s degree
• Series 7 and 66 (or 63/65)
• Excellent communication and client service skills
• Strong attention to detail and organization
• Proficiency with Microsoft Office Suite
• Ability to multi-task in a fast-paced environment
• High integrity and confidentiality
• Minimum of 3 years experience in the financial planning or wealth advisory industry

Nice To Haves

• Dependable, proactive, and service-minded
• Detail-oriented with strong accuracy
• Excellent communicator and team collaborator
• Organized and able to handle multiple tasks
• Motivated by helping clients achieve clarity and confidence

Responsibilities

• Build and maintain professional relationships with clients.
• Handle account inquiries and escalate as needed.
• Serve as a primary point of contact for advisor and client communications.
• Prepare financial plans and conduct investment research.
• Complete trades and transactions accurately.
• Prepare agendas, reports, forms, and documentation for client meetings.
• Maintain Salesforce notes and client follow-up tasks.
• Prepare and submit new business paperwork.
• Coordinate transfers, rollovers, wires, and deposits.
• Maintain documentation within CRM and workflow systems.
• Process expense reports and prepare client correspondence.
• Scan, organize, and maintain digital files.
• Support advisors with office tasks and projects.

Benefits

• 401(k) with contribution
• health/dental/vision
• PTO
• bonus opportunity
• 10 paid holidays