We are seeking a Paraplanner to join our team, working alongside one of our Managing Partners. This is a growth-oriented role focused on developing new client relationships and expanding assets under management, while also supporting and deepening relationships within an established book of business. The ideal candidate brings a strong business development mindset and thrives in a client-facing, relationship-driven environment.
Responsibilities:
· Proactively source and develop new client relationships through personal networks, referrals, centers of influence, and community engagement
· Process senior advisor’s new business
· Assist senior advisor in identifying new opportunities in existing book of business
· Transition and onboard an existing book of business (if applicable) to the firm
· Build and maintain a consistent pipeline of prospective clients
· Develop and deliver comprehensive financial plans
· Analyze client financial situations and recommend appropriate strategies
Qualifications:
· Bachelor’s degree required, business/finance/economics studies preferred
· Excellent analytical skills and attention to detail
· Highly organized
· Knowledge of financial industry, financial products, and financial planning concepts
· Experience in financial industry preferred
Benefits:
· Schedule: Monday – Friday 8:30 am-4:30 pm in-office
· Annual Compensation Range: ~$70,000 salary, with bonus potential after 1 year
· 10 days PTO, 5 days sick
Work Location: In person
Pay: $60,000.00 - $700,000.00 per year
Benefits:
Work Location: In person
