Paraplanner (Finance)

TL;DR

Paraplanner (Finance): Supporting senior financial planners in delivering high-quality financial advice and services with an accent on financial research, document preparation, and client data analysis. Focus on developing financial strategies, utilizing eMoney software for projections, and ensuring regulatory compliance.

Location: Remote or Hybrid; must be based in the Eastern Time Zone

Salary: $70,000–$80,000

Company

hirify.global is a leading employee benefits firm serving nearly 5,000 clients throughout the U.S. for over 35 years.

What you will do

• Conduct comprehensive financial research on investments, tax strategies, estate planning, and retirement.
• Prepare detailed financial reports, investment portfolio analyses, and cash flow projections.
• Draft financial plans and client correspondence for review and presentation.
• Utilize eMoney financial planning software to build financial models and projections.
• Support client meetings by taking notes and managing follow-up action items.
• Ensure all client files and recommendations comply with company policies and financial regulations.

Requirements

• Licensed Series 65 or 7/66.
• Life Accident and Health Licensing (or ability to obtain within first 90 days).
• 3-5 years of experience as a Paraplanner or in a similar financial planning support role.
• Proficiency in eMoney planning software and Microsoft Excel.
• Must be located in the Eastern Time Zone.
• Bachelor's degree in finance, accounting, economics, or a related field (preferred).

Nice to have

• CFP certification or currently pursuing the CFP designation.
• Proven experience in wealth management.

Culture & Benefits

• Comprehensive insurance coverage (Medical, Dental, Vision, Life, LTD & STD).
• Retirement plan with a 4% employer match.
• Generous time off including PTO and Flexible Time Off (FTO) after 2 years of service.
• 12 paid holidays, 2 community volunteer days, and 5 summer half days.
• Paid parental leave.