Are you passionate about helping individuals and families navigate their financial future? Do you want a role that blends financial planning, client engagement, and technical analysis, all while offering a path for career advancement? If so, we'd love to meet you.
We are a growing, client-centric wealth advisory firm that works closely with high-net-worth individuals and families. We are seeking a Paraplanner/Wealth Advisor to join our team, learn, and take on increasing responsibilities over time. The emphasis of this role can shift depending on the candidate's strengths and experience, but we are looking for someone ready to handle critical financial planning functions with the potential to grow into an advisory role.
KEY RESPONSIBILITIES:
Financial Planning & Analysis
Assist in developing and updating comprehensive financial plans for new and existing clients, ensuring alignment with their goals and values.
Prepare advisors for new prospect meetings by collecting and analyzing relevant data, compiling financial projections, suggesting investment proposals, and designing initial financial plan.
Prepare planning documents, proposals, and recommendations in coordination with the lead advisor.
Utilize financial planning software to model scenarios and create client presentations.
Ensure financial plans and investment recommendations align with regulatory and compliance standards.
Assist in investment research and portfolio management tasks as needed.
Client Engagement & Advisory Support
Attend client meetings alongside senior advisors, taking detailed notes, updating client records, and ensuring follow-up action items are completed.
Serve as a point of contact for client inquiries and ongoing financial planning needs.
Over time, take on more direct client relationship management and advisory responsibilities.
WHO YOU ARE:
Experience: 2+ years of experience in financial planning, wealth management, or a related role.
Education & Credentials:
Bachelor's degree in finance, economics, business, or a related field.
Series 7 and 66 preferred and/or required within three months after hire. For candidates without Series 7 and 66, successful completion of the Securities Industry Essentials (SIE) exam is preferred.
CFP® designation preferred, or willingness to pursue it within a reasonable timeframe.
Skills & Attributes:
Strong analytical and problem-solving skills.
Excellent communication skills, with the ability to explain complex financial concepts clearly.
Experience with or ability to quickly learn financial planning software (e.g., MoneyGuidePro, RightCapital, Morningstar Advisor Workstation), CRM systems, and Microsoft Office.
Detail-oriented, highly organized, and proactive.
WHY JOIN US?
Career Growth: Path to becoming a trusted wealth advisor, supported by hands-on mentorship and professional development opportunities.
Impactful Work: Help clients align their wealth with their values and legacy.
Strong Culture: A collaborative, client-focused firm where your contributions are valued.
Competitive Compensation: Salary plus incentive structure, professional development support, and benefits.