Paraplanner — Capital Strategies (Albuquerque, NM)
Full-time · In-office · 50k-70k + bonus · CFP® support
We're a financial planning firm built around one niche: dental professionals. Comprehensive, fee-based planning with tax strategy at the center. We're small enough to care, but big enough to deliver. However, we’re growing and looking to expand, By adding a Paraplanner, who will be directly involved with clients from week one.
What you'll do
● Build and maintain financial plans in eMoney — modeling, scenarios, plan updates
● Sit in on client meetings: capture the discussion, own the follow-ups, and grow into presenting sections of the plan yourself
● Run the analysis behind our recommendations — retirement projections, tax and entity scenarios, Roth conversions, debt vs. invest, practice cash flow
● Prepare agendas, plan summaries, and deliverables that are client ready
● Handle account paperwork and servicing through MassMutual/MMLIS
● Keep our data clean and our post-meeting task list closed out
What you need
● Bachelor's degree in finance, accounting, economics, or equivalent experience preferred.
● 1–3 years in financial planning, wealth management, or a similar analytical role
● Excel savvy and strong comfort with numbers — you catch your own mistakes
● Clear writing and enough presence to hold your own in a client meeting
● Series 7, 66, and Life & Health — or the ability to get them within [6 months]
Nice to have: CFP® (or in progress), eMoney experience, tax planning or accounting background
Who fits here
Detail-oriented a wrong number is a credibility problem, not a typo. Self-directed, you understand context as well as the importance of deadline- no handholding. Curious about the strategy, not just the spreadsheet. Direct, and comfortable saying so when something doesn't add up. And discretion: it’s of the upmost importance, not only to clients, but to the business.
Why this seat
A defined track from Paraplanner to Planner. CFP® education support. Mentorship from a CFP® Lead Planner and a 15-year founder. Access to a full institutional bench CIO, investment analysts, advanced markets, retirement specialists. And a firm where the quality of your work and commitment will be seen by leadership and rewarded accordingly.
Capital Strategies is an equal opportunity employer. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.
Pay: $50,000.00 - $70,000.00 per year
Work Location: In person
