Licensed Paraplanner

Job Summary

Supporting a dynamic financial planning team, the full-time remote Licensed Paraplanner will assist senior planners by conducting research, preparing financial documents, and analyzing client data to ensure high-quality service delivery.

Key responsibilities

• Assist senior financial planners in managing client relationships and expectations
• Conduct comprehensive financial research and prepare detailed financial reports and proposals
• Draft financial plans and ensure compliance with relevant regulations and company policies

Required qualifications

• Licensed Series 65 or 7/66 and Life Accident and Health Licensing (or ability to obtain within 90 days)
• Minimum of 3-5 years of experience in a financial planning support role
• Bachelor's degree in finance, accounting, economics, or a related field (or relevant experience)
• Proficiency in financial planning software, particularly eMoney, and Microsoft Excel
• Solid understanding of financial products, tax planning, investment strategies, and estate planning