Remote Paraplanner

Job Summary

Supporting the financial planning team, the full-time Remote Paraplanner will create and update financial plans using eMoney software, draft financial analyses, and manage workflows while collaborating with Financial Planners and Wealth Advisors.

Key responsibilities

• Work closely with Financial Planners and Wealth Advisors to support comprehensive financial planning
• Create and update financial plans using eMoney software, focusing on various scenarios
• Draft financial analyses in Excel for review and manage relevant notes and workflows in the CRM

Required qualifications

• Bachelor's degree
• Experience using eMoney financial planning software strongly preferred
• Proficiency in Microsoft Excel
• Basic understanding of personal financial planning and desire to pursue CFP certification
• Disciplined, detail-oriented, and exceptional organizational skills