As a paraplanner, you’ll be the analytical engine behind our advisors’ work, helping turn client goals into clear, actionable strategies. You’ll conduct research and support the creation of each client’s Family Fortress Plan. This role is ideal for a detail-oriented professional who loves solving problems and wants to grow within a supportive, mission-driven firm.
Key Responsibilities
- Gather, organize and analyze client financial data across investments, income, tax and estate planning.
- Research investment and insurance solutions to support advisor recommendations.
- Draft plan documents, illustrations and presentation materials.
- Collaborate closely with advisors to refine and implement client strategies.
- Maintain accurate records and ensure compliance with firm and industry standards.
- Identify opportunities to improve processes and enhance the client experience.