First Manhattan · 5 hours ago
Advanced Paraplanner
New York, United States
Full-time
Hybrid
Senior Level
$175K/yr - $225K/yr
7+ years expFirst Manhattan is a privately held partnership that offers investment advisory and wealth planning services. They are seeking an experienced Advanced Paraplanner to support all aspects of the operations behind the wealth planning offering, conduct research on financial planning regulations, and draft related white papers.
AdviceFinancial ServicesWealth Management
Responsibilities
Will report directly to the Co-Heads of Wealth Planning
This is not a client-facing role and would not be suitable for a planner with a book of business
Support all aspects of the operations behind the wealth planning offering at the Firm
Stay on top of and research rules, regulations, legislative changes and trends related to financial planning
Liaise with legal compliance and supervision as needed
Draft wealth planning related white papers for client and internal distribution
Review third-party software programs to evaluate their relevance for our Firm
Support Co-Heads in updating the Firm’s capital market assumptions in eMoney on an annual basis
Candidate will have a preference for analytical work
Qualification
Required
The CFP® certification is a prerequisite for this position
Minimum of seven years' financial planning experience in private wealth management
Experience with wealth planning for individuals and complex family relationships
Exceptional attention to detail
Excellent writing skills
Experience supporting high net worth wealth advisors and financial planners
Experience reviewing wealth plans/analyses
Empathy, compassion and strong listening skills
Strong understanding of trusts and estate planning
Ability to perform research and draft financial planning related articles
Preferred
Experience reviewing third-party software programs to evaluate their relevance for our Firm
eMoney experience strongly preferred
Benefits
Annual performance-based discretionary bonus
Company
First Manhattan
First Manhattan is a $34B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Zac Wydra
CEO and Portfolio Manager
Recent News
2026-01-13
Business Wire
2025-08-05
Business Wire
2025-04-01
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