Virtual Paraplanner jobs in United States
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Simply Paraplanner · 3 days ago

Virtual Paraplanner

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level

Granite Rose Wealth Alliance is focused on building long-term, trusted relationships with clients, and they are seeking a thoughtful, detail-oriented Paraplanner to support their advisors. This role involves preparing and maintaining financial plans, assisting with client meetings, and contributing to a collaborative team environment to enhance client service.

Professional ServicesRecruitingStaffing Agency

Responsibilities

Prepare and maintain financial plans using planning software and client data
Assist with analysis of cash flow, net worth, retirement projections, and investment allocation
Help refine planning scenarios as client goals and life circumstances evolve
Contribute to thoughtful, practical planning recommendations
Help prepare materials, projections, and summaries for client meetings
Track action items and ensure timely, accurate follow-through after meetings
Work on routine planning projects between meetings to keep plans current and relevant
Manage inputs and updates within financial planning software
Work closely with advisors to support a seamless and attentive client experience
Contribute ideas and improvements that enhance our planning process and client service

Qualification

Financial planningInvestment managementFinancial planning softwareDetail-orientedClear communicatorClient success commitmentCuriousCoachable

Required

A strong foundation in financial planning, investment management, or wealth management
Working knowledge of investments, behavioral concepts and general financial planning concepts
Experience with financial planning software
Highly organized, detail-oriented, and dependable
Clear communicator with a genuine interest in helping clients feel informed and supported
Commitment to client success and privacy
Curious, coachable, and eager to grow with the needs of clients and the firm
Position is US based and virtual, but if logistics allow, would like to meet periodically in person a few times a year

Preferred

RightCapital and IncomeLab experience preferred

Company

Simply Paraplanner

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Simply Paraplanner is a staffing and recruiting service company.
location
Remote, Oregon, USA
people-size2-10 employees
web-link
https://simplyparaplanner.com

Funding

Current Stage
Early Stage

Leadership Team

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Alex Hopkin, AFC®, CFP®
Founder
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Company data provided by crunchbase