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Role Description

As a Paraplanner, you will play an integral role in developing our clients’ financial plans.

• Preparing materials for prospect meetings, new client meetings, and client review meetings
• Identifying planning opportunities and generating advice in the following areas:
  • Cash flow planning
  • Investment planning
  • Retirement planning
  • Education planning
  • Insurance planning
  • Estate planning
  • Tax planning
  • Business planning
• Contributing to the development of departmental tools, systems, and processes
• Contributing to specified departmental projects, such as RMDs, tax communication to clients, etc.

Qualifications

• At least 3 years of dedicated paraplanning experience, with a strong preference for personal financial planning or wealth management backgrounds
• Bachelor’s degree required
• Successfully passed the CFP exam and maintain active SIE, Series 7, and Series 66 (or 65) licenses
• U.S. residency and existing work authorization are required
• High proficiency with RedTail, eMoney, Wealthscape, Holistiplan, Microsoft Office Suite, Zoom, etc. or the ability to quickly learn new technologies/platforms

Requirements

• Must be available to work standard business hours in the Central Standard Time (CST) zone
• Must also be available to travel a few times a year for in-person meetings and events
• Must have a dedicated workspace free of distractions and sufficient internet access to support high-quality video conferencing and firm operations

Benefits

• Starting base salary of $70,000 to $100,000, commensurate with experience, plus profitability bonuses
• 401(k) with employer matching
• Comprehensive health insurance
• HSA/FSA options
• Disability insurance
• Access to a professional development stipend
• Wellness rewards
• Flexible PTO to support growth and well-being

Growth & Advancement

For a talented and driven professional, this position offers excellent training and advancement opportunities within our supportive and high-performing team. We currently envision the Paraplanner role as a step in multiple possible career paths:

• Financial Planner Career Path
  • Paraplanner – Translates technical skills and knowledge into financial planning advice
  • Associate Planner – Generate advice for clients, provide outstanding service to clients and support to a Lead Planner in a client-facing role
  • Servicing Planner – Directly deliver financial planning advice to clients
  • Lead Planner – Delivers financial planning advice to the clients, mentor junior planners, and bring new clients into the firm
• Director of Financial Planning Career Path
  • Paraplanner – Translates technical skills and knowledge into financial planning advice
  • Financial Planning Manager – Manage a team of paraplanners and Planning Department tools, systems and process
  • Director of Financial Planning – Provide strategic leadership of our Planning Department and its contributions to our firm

How to Apply

Please submit your resume and cover letter through the NextGroup website. The NextGroup search team will contact you regarding the next steps. Candidates may be required to pass a drug test and background check.