Paraplanner (Financial Planning)

Location: Perrysburg, Ohio, United States; onsite

Salary: $75,000+ per year for licensed candidates

Company

hirify.global provides financial services through independent advisor franchise practices.

What you will do

• Prepare preliminary financial planning recommendations and initial product solutions for advisor review.
• Develop portfolio and product recommendations aligned with client risk tolerance and time horizons.
• Create charts, graphs, tables, and other materials for client implementation meetings.
• Gather, manage, and analyze client data and maintain client contact throughout the planning process.
• Review and update client information, attend client meetings when needed, and resolve service issues.
• Coordinate projects and support business management activities, including client seminars.

Requirements

• College degree or higher.
• 2+ years of similar experience.
• Strong attention to detail, organization, communication, time management, and multitasking skills.
• Ability to follow professional, legal, regulatory, and practice-specific requirements.
• Already licensed or able to study for and pass Series 7, Series 66, and state life, accident, and health insurance licensing exams.
• Ability to support compliance within the advisor's practice.

Culture & Benefits

• Full-time employee position within an independent advisor franchise practice.
• Inclusive and collaborative work culture.
• Opportunities to learn and grow in financial planning and advisory operations.
• Commitment to ethical business practices and community involvement.