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Q3 Advisors · 1 month ago

Paraplanner

United States

Full-time

Remote

New Grad, Entry Level

$85K/yr - $85K/yr

Q3 Advisors is a nationally recognized fee-for-service financial planning firm serving high-net-worth individuals and families. The Paraplanner supports the Integration Experience™ by conducting data gathering, maintaining client planning context, and building case designs under the direction of the Senior Planner.

AdviceConsultingFinancial ServicesLegalRetirementWealth Management

Responsibilities

Conduct IE-specific data gathering meetings with clients

Prepare clients for IE Annual Reviews and planning discussions

Maintain longitudinal awareness of the client’s planning history

Build first-pass IE case designs based on the Six Pillars framework

Identify gaps, inconsistencies, and planning opportunities for Planner review

Prepare materials for IE Annual Reviews

Attend and support IE meetings led by the Senior Planner

Track execution against prior-year IE recommendations

Update planning models following finalized tax returns

Input data gathered by the Senior Planner during Rothology

Organize client documents and planning inputs

Qualification

Client-facing experienceAnalytical mindsetTax-aware financial planningStructured planning workflowsInterpersonal skillsAttention to detailPrior advisory rolesParaplanner designationCommunication skills