The Well · 9 hours ago
Paraplanner
Suwanee, GA
Full-time
Onsite
New Grad, Entry LevelThe Well is a growing wealth management firm based in Suwanee, GA, seeking a Paraplanner. This role focuses on supporting multiple advisors by providing planning outputs and case preparation, with minimal client-facing work involved.
Staffing & Recruiting
Responsibilities
You’ll be the engine behind multiple advisors — high impact, high visibility
The firm is scaling quickly, so there’s room to improve workflows and grow
Minimal client-facing work (support as needed), heavy focus on planning + prep
Qualification
Required
Tech-savvy
Detail-obsessed
Proactive ('what can I take off your plate?')
Must be able to work on-site in Suwanee (no hybrid)
Preferred
Paraplanning / planning support experience is a plus (not a hard requirement)
Loves a traditional, professional office environment
Benefits
100% paid medical/dental/vision
401(k) profit sharing
30 days PTO from day one
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase