Paraplanner (Finance)

TL;DR

Paraplanner (Finance): Preparing financial plans and conducting investment research to support Lead Advisors with an accent on client service and regulatory compliance. Focus on drafting financial analysis, maintaining accurate client records in CRM, and ensuring suitability and compliance standards are met.

Location: Must live and work in the United States. Working hours are based on Central Standard Time (CST).

Salary: $70,000–$100,000 annually

Company

A faith-based, not-for-profit financial services organization dedicated to helping the Christian community and nonprofit organizations.

What you will do

• Prepare and update draft financial plans and presentation materials for advisor review.
• Conduct investment research and analysis to support client recommendations.
• Serve as a primary point of contact for clients regarding account values, investments, and insurance.
• Manage and update client data across CRM and financial planning software.
• Collaborate with the Lead Advisor to streamline workflows and improve team efficiency.
• Ensure all client documentation and records are complete and compliant.

Requirements

• CFP (Certified Financial Planner) certification is required.
• Securities registration (Series 7 & 66 or 7 & 63/65) is required.
• Insurance license/appointment is required.
• 5-10 years of experience in financial services (preferred).
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Ability to handle sensitive and confidential information.

Culture & Benefits

• Paid Time Off (PTO) and holiday pay.
• 401K plan with company match.
• Fully remote work environment.
• Faith-based, mission-driven organizational culture.