Top 1 Paraplanner Jobs in Cookeville, Tn

Paraplanner
Fidelis Financial Strategies —Cookeville, TN
- $40,000 - $70,000 a year
- Full-time
- Research
- Mid-level
- Office
- Continuing education credits
- Health savings account
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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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Paraplanner

Fidelis Financial Strategies
Cookeville, TN

Quick Apply

Job Details

Full-time
$40,000 - $70,000 a year

Benefits

Continuing education credits
Health savings account
Paid holidays
Health insurance
Financial planning services
Tuition reimbursement
Paid time off
Parental leave
401(k) matching
Professional development assistance
Retirement plan

Qualifications

Customer communication
Research
Bachelor's degree
Relationship management
CRM system proficiency

Full Job Description

Hiring a Paraplanner

We are seeking a Full-Time Paraplanner to join our team at Fidelis Financial Strategies.

This role delivers technical analysis and comprehensive financial plan construction.

Position Details

Employment Type: Full-Time
Work Location: In-office
Base Salary: $40,000 – $70,000 (Based on experience)
Target Bonuses: Eligible for quarterly performance bonuses

Core Responsibilities

Construct financial plans: Input asset, liability, and tax data into planning software.
Run scenario modeling: Simulate retirement readiness, cash flow, and estate strategies.
Draft planning summaries: Write concise, compliant strategy documents for client presentations.
Conduct investment research: Analyze portfolio allocations, fee structures, and historical performance.
Manage compliance workflows: Prepare necessary regulatory paperwork and audit trails for advisors.
Execute trading tasks: Process portfolio rebalancing and trade execution under advisor direction.
Client communication: Facilitate all indirect contacts – monthly emails and letters
Prepare annual client updates: Organize, create and update client plans and tasks, in preparation for and as result of client meetings.
Coordinate New Client On-Boarding: Set the direction for all actions and steps to smoothly and efficiently onboard new clients.

Required Qualifications

Preferred Experience level: 2 years of financial planning or industry experience.
Preferred education: Financial Management or related bachelor’s degree
Optional credentials: Series 65, Series 6 or SIE or S7/ Life and Health License/ Active Certified Financial Planner (CFP) designation or passing score on the CFP exam preferred.
Preferred Software expertise: eMoney, Zephyr, Word, Excel, Orion, Holistiplan.
Relationship Management systems: Experience managing tasks within Wealthbox, or similar.
Communication skills: Ability to explain complex tax and investment concepts clearly in written format.

Benefits & Growth

Healthcare coverage: Health Savings Account contribution to employees that have personal health insurance policies
Retirement planning: SIMPLE IRA with 3% match after 1 year employment
Vacation and Holidays: Paid time off for vacations, holidays, and sick time off after 90 days
Tuition reimbursement: Paid professional development, CE credits, and conference attendance.
Career path: Direct advancement track to Staff Advisor.

Pay: $40,000.00 - $70,000.00 per year

Benefits:

401(k) matching
Financial planning services
Health savings account
Paid time off
Parental leave
Retirement plan

Work Location: In person

Quick Apply

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