Insperity · 3 weeks ago
Licensed Paraplanner
Peachtree City, GA
Full-time
Hybrid
Senior Level
5+ years expInsperity is seeking a Licensed Paraplanner who will play a crucial role in their advisory team by preparing comprehensive financial plans and conducting research. The role involves collaborating closely with financial advisors to ensure client data and strategies are accurate and effective.
Enterprise SoftwareHuman ResourcesService Industry
Responsibilities
Develop and maintain financial plans: Prepare and update comprehensive financial plans, investment proposals, and retirement projections using tools like eMoney under the direction of the financial professional
Analyze and organize client data: Gather, verify, and interpret client financial information, including assets, liabilities, income, expenses, and risk tolerance, to support plan accuracy
Execute trades and transactions: Process trades and model rebalancing for investment accounts in accordance with the advisor’s documented instructions
Support client meetings and onboarding: Prepare meeting materials, assist in onboarding new clients, take detailed meeting notes, and manage post-meeting follow-ups
Ensure compliance and service excellence: Maintain adherence to regulatory and firm policies while coordinating client service requests and helping resolve issues efficiently
Qualification
Required
Bachelor's degree in Business, Finance, Accounting, Economics, or a related field
At least 5 years of experience in financial planning, wealth management, or a client service advisory environment
FINRA Series 7 and 66 (or 65 & 63) licenses required
Solid proficiency in eMoney, Microsoft Office Suite, CRM platforms, and financial planning or FinTech tools
Ability to quickly adapt to emerging technologies and AI efficiency applications
Solid analytical, organizational, and communication skills with strong attention to detail
Initiative and the ability to work independently or collaboratively in a fast-paced environment
Solid English language skills; able to read, write, and communicate professionally with clients and colleagues
Occasional travel may be required for client meetings, conferences, training or firm events both local and out of state
Preferred
Life, Health, and Variable Insurance licenses preferred or in progress
Registered Paraplanner (RP®) designation preferred
CFP® coursework completed or in progress preferred
Benefits
Comprehensive health coverage: Medical, dental, and vision insurance provided
Robust retirement planning: 401(k) plan available with employer matching
Financial security: Life and disability insurance for added protection
Flexible financial options: Health savings and flexible spending accounts offered
Well-being and work-life balance: Paid time off and flexible schedule
Company
Insperity
Insperity (formerly Administaff), a trusted advisor to America’s best businesses for more than 25 years, provides an array of human
1001-5000 employees
H1B Sponsorship
Insperity has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (28)
2023 (20)
2022 (13)
2021 (26)
2020 (28)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-01-10IPO
Leadership Team
Steve Arizpe
President and Chief Operating Officer
Ross Astramecki
Sr. Vice President, Sales
Recent News
2025-11-14
2025-11-04
Company data provided by crunchbase