Job Description
Job Description
Position Overview
Our client is seeking a detail-oriented Paraplanner to support advisors, financial planners, and clients through comprehensive financial planning preparation and operational support. This role is heavily focused on behind-the-scenes planning work including gathering and organizing client financial data, maintaining information within planning and CRM systems, preparing analyses and reports, and assisting with meeting preparation and follow-up activities.
The Paraplanner will help support retirement, cash flow, education, insurance, tax, and estate planning analyses while working closely with advisors and planners to ensure accurate, timely, and organized deliverables. This individual may occasionally attend client meetings in a support or learning capacity but will primarily focus on planning preparation, workflow coordination, and client support functions rather than sales or business developme...