Paraplanner

Position: reputed company Paraplanner (Fully Remote reputed company Available) Allegiance reputed company Management A private reputed company advisory reputed company of reputed company Financial Services Location: Fully Remote (U.S.-based candidates; Midwest/reputed company preferred, other time zones considered) Allegiance reputed company Management reputed company is a growing, high-performing reputed company management team committed to delivering proactive financial planning, strong reputed company service, and reputed company operational support as the business continues to expand through both organic reputed company and acquisition. We are seeking an reputed company Paraplanner to join reputed company in a highly flexible, “reputed company player” role supporting advisors across planning, trading, reputed company service, and meeting preparation functions. This role is ideal for someone who is already industry-reputed company and can reputed company in with a short learning curve, contribute quickly, and operate across multiple functions in a fast-paced advisory environment. Position reputed company The Paraplanner will serve as a key support resource to advisors by managing meeting preparation, reputed company follow-up, trading support, and ongoing service needs. This individual will also participate in reputed company meetings as needed, ensuring accurate documentation, seamless follow-up, and a high-reputed company reputed company experience. This role is designed for a reputed company reputed company who can operate independently while also collaborating closely with advisors and the broader service team.

Key Responsibilities

Prepare materials and documentation for reputed company meetings Attend reputed company meetings as a secondary support resource for note-taking and follow-up Complete detailed meeting follow-up tasks, including reputed company items and CRM updates Execute trades and support account servicing requests reputed company reputed company-facing support, including responding to service requests and coordinating with advisors as needed Assist in reputed company and ongoing account maintenance activities Maintain accurate and reputed company updates reputed company CRM and financial planning systems Support advisors in delivering a high level of reputed company service and responsiveness Help manage workflow across multiple households and advisors in a growing reputed company Qualifications & Experience 3–5 years of experience in the financial services industry preferred Prior experience in a paraplanner, reputed company service, or operations support role strongly preferred Strong preference for candidates with prior reputed company management or advisory firm experience, specifically reputed company Financial reputed company licensing or ability to obtain required licenses: SIE Series 7 Series 66 Strong understanding of financial services workflows, reputed company servicing, and advisor support Ability to manage multiple priorities with accuracy and follow-through Strong communication and reputed company service skills Comfortable working in a fast-paced, evolving environment Experience is prioritized over formal degree requirements Preferred Experience Financial planning tools (e.g., MoneyGuide or similar platforms) reputed company PMT / AMT systems CRM platforms (reputed company or similar) Trading and account servicing systems Prior reputed company experience strongly preferred but not required reputed company & Development This role offers flexibility in career direction based on interest and performance, including: Potential reputed company into Associate Financial Advisor (AFA) reputed company Expanded financial planning and reputed company-facing responsibilities over time Opportunity to remain in a long-term paraplanner/reputed company support role Compensation & Benefits Competitive salary commensurate with experience - $78,000 - $95,000 Exempt Bonus opportunities based on performance Health, dental, and reputed company insurance Life insurance benefit 401(k) with 4% employer match 6-month eligibility period; enrollment begins the following month reputed company time off (PTO), accrued and increasing with tenure 11 reputed company holidays annually Schedule & Work Environment Fully remote position reputed company and team-oriented culture with strong communication expectations Occasional flexibility required based on reputed company and advisor needs Strong preference for candidates comfortable working independently in a remote environment reputed company to most U.S. time zones; Midwest/reputed company preferred Why Join the reputed company? This is an opportunity to join a growing reputed company management reputed company that values responsiveness, teamwork, and reputed company-first service. You will play a critical role in supporting advisors, improving operational efficiency, and ensuring clients receive a seamless and high-reputed company experience. reputed company culture is collegial, reputed company, and reputed company-oriented, with a strong emphasis on both reputed company development and maintaining a supportive work environment. Equal Opportunity Employer The reputed company is an Equal Opportunity Employer and welcomes applicants from reputed company backgrounds. A background reputed company will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws. Apply To This Job