Virtual Part-Time Paraplanner

Overview

This part-time paraplanner role is fully remote (virtual) and supports real client work, including implementation and account-related tasks. The position starts immediately and begins at approximately 4–8 hours per week. The role is intended to be long-term, with potential to increase hours and/or grow into a Planner role over time.

Responsibilities

• Lead or assist with implementation meetings, including helping clients place trades and reallocate investments in their own accounts
• Help clients transfer accounts and execute rollovers
• Assist with testing a new proprietary platform and AI integrations
• Build expertise with the platform and a proprietary spending tracking app to support client questions
• Assist with delivering financial wellness seminars for corporate and nonprofit clients
• Support compliance processes and documentation
• Take on special projects and administrative tasks as needed

Requirements

• Series 65 license (or able to obtain it within 60 days of hire)
• Hands-on experience helping clients place trades, reallocate investments, transfer accounts, and complete rollovers at major custodians
• Comfort leading client meetings and presenting to groups
• Ability to work independently in a virtual environment

Preferred Qualifications

• CFP® certification or coursework (plus)
• Enrolled Agent or other tax credential (plus)
• Strong interest in making financial planning accessible to everyone

Compensation & Benefits

• $50/hour
• Fully remote with a flexible schedule
• Starts as a 1099 contractor role, with potential to move to W-2 with full benefits
• Experience that counts toward the CFP® experience requirement
• Opportunity to grow into more hours or a Planner role (if desired), or remain in a stable long-term paraplanner role

Location

Fully remote (virtual).