Client Service Associate / Paraplanner

Location: Charlotte, North Carolina, United States

Company

hirify.global provides financial advice and wealth management services through an advisor practice.

What you will do

• Serve as a primary contact for client service requests, account maintenance, documentation, and eligible transactions.
• Support lead advisors with client relationship management, meeting materials, reports, scheduling, and follow-up.
• Attend client meetings, document action items, and coordinate communications and implementation activities.
• Gather client data and use financial planning software to prepare and update plans.
• Analyze retirement, investment, insurance, cash flow, estate planning, and other wealth management needs.
• Prepare planning recommendations and progressively support financial plan presentations.

Requirements

• Active Series 7 license.
• Active Series 66 license or equivalent qualifications.
• State Life, Accident & Health Insurance License.
• Strong organization, time management, communication, attention to detail, and problem-solving skills.
• Ability to manage multiple priorities while maintaining professional, accurate, and compliant client service.
• Experience in wealth management, financial advisory, banking, brokerage, or financial planning is preferred.

Nice to have

• Experience with financial planning software, especially MoneyGuidePro.
• Experience preparing financial plans or supporting advisors in the planning process.
• Knowledge of retirement planning, investments, insurance, and wealth management.
• Bachelor's degree in Finance, Financial Planning, Business, Economics, or a related field.

Culture & Benefits

• Full-time position within a growing, client-focused advisory practice.
• Collaborative, inclusive, and team-oriented work environment.
• Opportunity to receive training in financial planning software and develop paraplanning expertise.
• Work includes client meetings, seminars, client events, and practice management initiatives.
• Emphasis on ethical, regulatory, and compliance standards.