Virtual Paraplanner

Overview

This remote role is for a senior Paraplanner (5+ years’ experience) supporting the advisory team by producing high-quality financial plans and client-ready analysis. The position offers the ability to work with minimal oversight across the full planning process.

Responsibilities

• Prepare comprehensive financial plans, including retirement, tax, estate, and investment analysis
• Build and maintain client cash flow models and scenario analyses
• Prepare client-ready reports, meeting materials, and recommendations ahead of adviser reviews
• Maintain accurate client data across planning and portfolio systems
• Research planning strategies and stay current on relevant regulatory and tax changes
• Support ad hoc projects as the firm grows

Requirements

• 5+ years of paraplanning or financial planning support experience
• Strong analytical skills and comfort working independently
• Excellent written communication for client-facing materials
• Detail-oriented and self-directed approach (small, senior team)

Location

Remote, but candidates must be based in and authorized to work in the United States.

Application Information

Applications are reviewed as they come in, and the application window may close once the threshold of qualified applicants is met.