Paraplanner

Lead-Advisor • Full-time • Arlington, Virginia, United States • $100k / year • 3w ago

Position Summary

The Paraplanner plays an integral role in supporting the firm's financial advisors by preparing comprehensive financial plans, conducting investment and retirement analysis, and ensuring a high-quality client experience. This position is ideal for someone who enjoys financial planning, attention to detail, continuous learning, and working collaboratively within a client-focused advisory team.

The Paraplanner is primarily responsible for the technical aspects of financial planning while allowing advisors to focus on client relationships and business development.

Key Responsibilities

Financial Planning

Prepare comprehensive financial plans and recommendations.
Gather, organize, and analyze client financial information.
Update existing financial plans as client circumstances change.
Model retirement, education, cash flow, tax, insurance, and estate planning scenarios.
Research planning strategies and present recommendations to advisors.
Assist with investment allocation recommendations consistent with firm philosophy.

Planning Software & Technology

Maintain accurate client data within the firm's CRM.
Utilize financial planning software to prepare analyses.
Generate reports from portfolio management and planning systems.
Ensure client records remain complete and compliant.

Team Collaboration

Work closely with advisors, client service associates, and operations staff.
Assist in improving planning processes and workflows.
Support special projects as assigned.

Qualifications

Required

Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field.
1–5 years of experience in wealth management or financial planning.
Strong analytical and quantitative skills.
Excellent written and verbal communication.
High attention to detail and organizational skills.
Proficiency in Microsoft Excel, Word, and PowerPoint.

Preferred

CFP® coursework completed or actively pursuing CFP® certification.
Series 65 license (or willingness to obtain).
Experience with MoneyGuidePro
Experience with Wealthbox, Redtail, Salesforce, or similar CRM.
Experience with Orion, Tamarac, Black Diamond, Addepar, or similar portfolio management systems.

Salary: 100k

Location: 4-5x a week in office

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