Paraplanner

Paraplanner Role Job Description

Job Summary

We are looking for a detail-oriented paraplanner with strong technical expertise in financial modeling, investment and life insurance analysis. This role supports our advisors in client service, investment research, proposal generation, and ongoing performance monitoring. Proficiency in eMoney and financial services software is essential. This position includes career growth potential, with a pathway to become a financial advisor and manage client relationships over time.

Education and Designations

• Required:

o College degree or higher

o FINRA registration with SIE, Series 7, Series 66 licenses

• Preferred:

o CFP certification (or active pursuit of certification)

o Licensed in Life, Accident, and Health

Qualifications

• Technical Proficiency:

o Expertise in eMoney for financial planning and modeling

o Proficient in Microsoft Excel, PowerPoint, Word, and Outlook

• Experience:

o 2-5 years in financial services roles (e.g., financial advisor, planner,

specialist, or related fields)

Proven track record in financial planning, investment research, data analysis, life insurance modeling, and creating client facing deliverables.

• Key Skills:

o Exceptional time management and organizational abilities

o Accuracy, attention to detail, and timely delivery of work

o Analytical thinking and problem-solving capabilities

o Strong communication skills to explain complex information clearly

o Team-oriented with a long-term commitment to serving clients in the wealth

management industry

Responsibilities

• Utilize eMoney for financial modeling, investment proposals, and portfolio

management

• Prepare for client meetings, including data analysis, case preparation, and

delivering eMoney models

• Support advisors with high-level strategies tailored to client needs

• Conduct research in Estate Planning, Financial Planning, and Investment Planning

• Manage ongoing investment portfolio updates and strategies

• Deliver exceptional client service through meeting preparation and follow-up

• Maintain accurate client records and ensure compliance with industry regulations

Compensation and Benefits

• Compensation: Full-time, on-site position with a competitive salary and

performance-based bonus opportunities