📌 Paraplanner – Interlinc Financial Advisors | Plano, TX (On-Site)
Full-Time | Fiduciary | Planning-Focused | Supportive Team Environment
Interlinc Financial Advisors is growing, and we’re looking for a Paraplanner who enjoys:
✔ Analytical and strategic thinking
✔ Detailed preparation for client/prospect meetings
✔ Structured processes and organized workflows
✔ Helping families make confident retirement decisions
If you love accuracy, systems, and meaningful behind-the-scenes work, you’ll thrive here.
🔎 What You’ll Do
- Prepare and organize all client/prospect meeting materials
- Review statements, tax returns, and planning documents
- Assist with scenario modeling (Roth conversions, RMD strategy, Tax Strategies, portfolio reviews, estate planning)
- Support advisors using our INTER planning framework (I-income, N-Nursing/Medical Needs, T-Taxation Strategies, E-Estate Planning, R-Risk Management)
- Work closely with the advisors to confirm everyone is on the same page
- Ensure meetings are prepped for success to run smoothly, professionally, and on time
- On-site training is available for the areas needed
🌱 Who You Are
- Detail-oriented, thoughtful, steady, and reliable
- Enjoy solving financial puzzles and uncovering insights
- Prefer structure, clarity, and accuracy in your work
- Comfortable with spreadsheets and financial concepts (both investment and insurance)
- Motivated by contributing to a team that cares about clients and each other
💼 What We Offer
- 2 weeks PTO (after 90 days)
- Traditional & Roth 401(k) with company contribution
- Employer-paid health insurance (employee), optional family coverage
- $50,000 life insurance (complimentary)
- Short-term disability (complimentary)
- Free coffee, tea, sodas, water, and hot cocoa all day
- Occasional team lunches & team-building outings
- Mentorship if you want it — we invest in your growth
- Support for career advancement & professional education
Work should feel meaningful, supportive, and enjoyable. At Interlinc, you’re valued as a person — not just an employee.
🎥 How to Apply (Important)
We use a unique screening process before the formal interview that helps us get to know the real you. Please complete all three steps:
1️⃣ Record a 3-minute video cover letter Tell us why you’d be a great fit — and why this role fits you.
2️⃣ Email your video + résumé to: gayle@interlincfinancial.com
3️⃣ Take this communication profile: https://www.insightsprofile.com/stevemeeks
We know this is different, but it’s intentional — it helps us build the right team and get to know the real you.