Virtual Paraplanner

Overview

This part-time Paraplanner Associate role is a W-2 hourly position of 10–15 hours per week. You will work closely with the firm’s lead Financial Planners, and at times the Principal, providing post-meeting follow-up and helping keep client plans up to date.

Responsibilities

Pre-Meeting

• Update clients’ information and investment holdings in RightCapital and Advyzon.
• Review client materials for planning opportunities to discuss during meetings.
• Liaise with the client services team for questions regarding client documents.

Post-Meeting Financial Plan Preparation

• Perform research for the advisor using primary source data (not AI).
• Convert Jump AI-generated notes into client-facing follow-up materials. Expand on topics as needed and create a concise list of tasks for the client to complete.
• Update financial plans in RightCapital and run relevant reports based on source data to support advisor recommendations.
• Prepare investment account rebalance instructions using linked models in Advyzon.

Ongoing Administrative

• Track and record time related to client work for accurate billing.
• Follow workflow systems and task management in Advyzon and Airtable.

Requirements

Required

• Bachelor’s degree.
• 1 year at a financial planning firm creating and delivering financial plans, or 2 years of general financial planning experience.
• Availability during Eastern Time business hours.
• A reliable, private home internet connection.

Preferred Qualifications

• Series 65 or a combination of the Series 66 and 7 (strongly preferred).
• Proficiency with Microsoft Word and Excel, including basic formulas and features.
• Hands-on experience with RightCapital or similar financial planning software.
• Familiarity with Advyzon or similar all-in-one CRM and portfolio management software.
• Comfort working with AI note-taking tools like Jump, with a strong eye for inaccuracies.
• Ability to write in warm, plain language that turns technical notes into actionable steps.
• Ability to switch between tasks without losing the big picture; deadlines must be met and quality must be maintained.
• Ability to work independently and know when to ask questions; can follow a detailed Standard Operating Procedure for new tasks, with some expectation of clarifying questions.
• Basic tax literacy, including understanding the components of a 1040 and how to calculate capital gains in a taxable account.
• Comfortable with everyday tools like Slack, Google Workspace, and Dropbox.

Nice to Have

• Experience at a fee-only financial planning firm (or strong understanding of fee-only planning and what makes it unique).
• CFP certification or AFC certification, or progress toward it.
• Experience with Airtable and TextExpander.
• Interest in socially responsible investing.

Compensation & Benefits

• Pay: $35–$40 per hour (W-2 employee), depending on experience.
• Benefits: Paid time off, holidays, and a 401(k) with employer match.

Location

• Portsmouth, New Hampshire (role is part-time and requires availability during Eastern Time business hours).