Revision Wealth Management · 17 hours ago
Paraplanner
Jacksonville, FL
Full-time
Onsite
Entry, Mid LevelRevision Wealth Management is a wealth management firm serving high-net-worth and mass-affluent clients through integrated financial planning. The Paraplanner is a core planning professional responsible for developing, preparing, and delivering comprehensive financial plans in collaboration with RWM advisors.
Financial Services
Responsibilities
Build comprehensive financial plans using firm-approved planning software under the direction of the Chief Investment Officer
Analyze client data, cash flow, retirement projections, tax strategies, insurance coverage, and estate considerations
Prepare planning scenarios and recommendations for advisor review
Ensure planning outputs align with firm standards and fiduciary obligations
Partner directly with advisors to refine planning strategies
Prepare advisors for client meetings with accurate, complete planning materials
Incorporate advisor feedback efficiently and accurately
Act as a planning subject-matter resource within the firm
Present and deliver financial plans to clients with clarity and confidence
Answer client questions related to planning assumptions and projections
Maintain professionalism and composure in client-facing discussions
Support ongoing plan updates and annual reviews
Maintain accurate planning records and documentation
Adhere to all firm policies and regulatory expectations
Ensure consistency across planning deliverables
Participate in continuous improvement of planning workflows
Qualification
Required
Working knowledge of retirement, investment, tax, insurance, and estate planning concepts
Strong analytical and written communication skills
High attention to detail and professional judgment
Preferred
Experience with modern financial planning software
Experience working directly with clients
Company
Revision Wealth Management
Revision Wealth Management is a trusted leader in wealth management, with over 30 years of experience partnering with individuals, families, small businesses, and organizations to provide exceptionally tailored financial solutions.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase