Top 1 Paraplanner Jobs in Apex Nc

Paraplanner
Redwood Financial Network —Apex, NC
- $50,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
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Paraplanner

Redwood Financial Network
Apex, NC

Quick Apply

Job Details

Full-time
$50,000 - $70,000 a year
1 day ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Wealth management
Teamwork
Data management
Attention to detail
Customer relationship management

Full Job Description

We built the Apex office to serve the Research Triangle area for the long term. Our Ohio home office has 16 years of history and approximately 300 client households. We are now building the Apex team with the same intentionality, and the Paraplanner is the next critical hire.

This role is for someone who wants to build a career inside a growing advisory practice, not someone looking for a temporary position on the way to starting their own. If that describes you, keep reading.

What You Will Do

Build and maintain financial plans in Right Capital for clients
Prepare client strategy meeting agendas and compile updated financial data before each meeting
Run retirement projections, Roth conversion analyses, Social Security claiming models, and tax planning scenarios
Coordinate new client data-gathering and onboarding workflows
Track post-meeting action items and follow through with the Client Service Associate
Flag beneficiary, insurance, contribution, and RMD items that need attention
Maintain accurate records in Wealthbox CRM

What We Are Looking For

2 or more years of financial planning or wealth management experience
Hands-on experience preparing comprehensive financial plans
Proficiency in at least one financial planning platform (Right Capital strongly preferred)
CFP® designation or actively in progress
High attention to detail, strong written communication, and ability to manage multiple priorities
Comfort working in a collaborative team structure with a long-term view

What This Role Offers

Daily collaboration with Sunwook Jin, CFP®, EA, who will invest in your development
A defined career path as the Apex team grows toward its full capacity
Substantive, intellectually engaging work on real client financial plans
Stable office environment in Apex, NC
Base salary of $50,000 to $70,000 depending on experience and credentials, plus performance bonus
401(k) retirement plan
Group health insurance for the employee (adding a spouse or dependents is available at an additional cost deducted from pay)

How to Apply

Submit your resume on Indeed. Qualified candidates will receive a short questionnaire and a request for a 2-to-3-minute video. Both are required to be considered.

Questions? Call our Apex office at (919) 290-7800.

Redwood Financial Network is an equal opportunity employer.

Pay: $50,000.00 - $70,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Application Question(s):

Are you comfortable working in an in-office environment daily from 8:00 am to 5:00 pm?

Ability to Commute:

Apex, NC 27502 (Required)

Work Location: In person

Quick Apply

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