📌 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

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

We know this is different, but it’s intentional — it helps us build the right team and get to know the real you.

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