Paraplanner

Our client provides comprehensive financial planning for high-net-worth individuals and corporate clients. With over $1 billion in assets under management and clients in 10 states, they have been consistently ranked a Top Registered Investment Advisor by Crain's Cleveland Business.

Position Overview
As a Paraplanner, you’ll play a key role in delivering exceptional service and support to high net-worth clients. This hybrid role blends administrative, operational, and planning responsibilities, working closely with advisors and clients to ensure a seamless and personalized experience.

Key Responsibilities

• Deliver outstanding service to clients via phone, email, video, and in-person interactions.
• Support advisors in preparing for and participating in client meetings, including data gathering, agenda creation, and follow-up.
• Process and track client paperwork, digital forms, and account transactions (e.g., opening new accounts, contributions, distributions, transfers).
• Maintain accurate client records in the Salesforce CRM system
• Assist with financial planning tasks such as obtaining key financial plan data, risk profiling, investment analysis, and report preparation.
• Educate clients on account access tools and respond to inquiries about investments, RMDs, and account maintenance.
• Collaborate with internal teams and external vendors to ensure timely and accurate execution of client needs.
• Participate in firm-wide projects and contribute to continuous improvement initiatives.

Qualifications

• Bachelor's Degree preferred
• 5-7 years of experience in a financial services role with a RIA or Broker-Dealer, or 4 years of experience and the FPQP designation required
• Strong understanding of financial products, planning strategies, and client service best practices.
• Series 65 License required
• Proficiency with Microsoft Office, Salesforce, eMoney, Black Diamond, and Fidelity’s Wealthscape platform
• Experience with Docusign, Laserapps, Firelight, or similar tools is helpful.

What We’re Looking For

• A proactive, detail-oriented team player with a passion for helping others.
• Strong communication and organizational skills.
• Ability to manage multiple priorities and adapt in a fast-paced environment.
• A commitment to integrity, collaboration, and continuous learning.

Compensation & Benefits

• Competitive salary year based on experience and licensure
• Bonus plan up to 7% of base salary
• Medical, dental, and vision insurance
• 401(k) with safe harbor match and profit sharing (after 1 year)
• Paid holidays and generous PTO
• Work from home on Friday morning, with Friday afternoons being off
• Professional development support
• Opportunities for growth and advancement, such as financial support for the CFP Program, or management opportunities exist.