Paraplanner

Our client provides comprehensive financial planning for high-net-worth individuals and corporate clients. With over $1 billion in assets under management and clients in 10 states they have been consistently ranked a Top Registered Investment Advisor by Crains Cleveland Business.

Position Overview
As a Paraplanner youll play a key role in delivering exceptional service and support to high net-worth clients. This hybrid role blends administrative operational and planning responsibilities working closely with advisors and clients to ensure a seamless and personalized experience.

Key Responsibilities

• Deliver outstanding service to clients via phone email video and in-person interactions.
• Support advisors in preparing for and participating in client meetings including data gathering agenda creation and follow-up.
• Process and track client paperwork digital forms and account transactions (e.g. opening new accounts contributions distributions transfers).
• Maintain accurate client records in the Salesforce CRM system
• Assist with financial planning tasks such as obtaining key financial plan data risk profiling investment analysis and report preparation.
• Educate clients on account access tools and respond to inquiries about investments RMDs and account maintenance.
• Collaborate with internal teams and external vendors to ensure timely and accurate execution of client needs.
• Participate in firm-wide projects and contribute to continuous improvement initiatives.

Qualifications

• Bachelors Degree preferred
• 5-7 years of experience in a financial services role with a RIA or Broker-Dealer or 4 years of experience and the FPQP designation required
• Strong understanding of financial products planning strategies and client service best practices.
• Series 65 License required
• Proficiency with Microsoft Office Salesforce eMoney Black Diamond and Fidelitys Wealthscape platform
• Experience with Docusign Laserapps Firelight or similar tools is helpful.

What Were Looking For

• A proactive detail-oriented team player with a passion for helping others.
• Strong communication and organizational skills.
• Ability to manage multiple priorities and adapt in a fast-paced environment.
• A commitment to integrity collaboration and continuous learning.

Compensation & Benefits

• Competitive salary year based on experience and licensure
• Bonus plan up to 7% of base salary
• Medical dental and vision insurance
• 401(k) with safe harbor match and profit sharing (after 1 year)
• Paid holidays and generous PTO
• Work from home on Friday morning with Friday afternoons being off
• Professional development support
• Opportunities for growth and advancement such as financial support for the CFP Program or management opportunities exist.