Paraplanner - Financial Services
We’re recruiting for a financial services firm seeking a Paraplanner to support advisors with planning work, client preparation, and account operations. This role is ideal for someone with a strong financial services background who enjoys both analytical work and client support. Series 65 and at least five years of industry experience are required.
What You’ll Do
• Organize and review client financial data, investment details, and planning documents.
• Prepare draft plans, reports, projections, and meeting materials.
• Research planning options across investments, retirement strategies, insurance, and tax considerations.
• Support account updates, paperwork, transfers, and digital form processing.
• Maintain accurate information in planning software and CRM systems.
• Assist with onboarding tasks and ongoing client service needs.
What You Need
• Five or more years in financial services (RIA, wealth management, brokerage, or similar).
• Active Series 65 license.
• Solid understanding of planning concepts, investment products, and service workflows.
• Experience with financial planning tools, CRM systems, and digital documentation.
• Strong communication, organization, and attention to detail.
• FPQP, CFP coursework, or similar training is a plus.
Why Apply
A supportive environment, clear growth opportunities, and exposure to planning, investment analysis, and advisor operations.
Recommended Jobs
Facilities Manager (Hybrid with Travel)
Facilities Manager (Hybrid with Travel) Job ID 243979 Posted 29-Oct-2025 Service line GWS Segment Role type Full-time Areas of Interest Facilities Management Location(s) Cincinnati - Ohio - United Sta…
Connected Banking Product Manager
Job Description You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and…
Licensed Social Worker/Licensed Professional Counselor
Licensed Social Worker or Licensed Professional Counselor The Blick Center is currently looking for a full time licensed clinician to work in their Therapeutic Behavioral Services (TBS) Day Prog…
Freelance Linguistics Specialist - English to Welsh
Freelance Linguistics Specialist Job description: Editage , the flagship brand of CACTUS, is building a global pool of freelance contributors to support ongoing AI and language-based projects…
Allen County, Ohio Hematology Oncology - Flexible Schedule & 401K
A Northwest Ohio healthcare system is actively recruiting a Hematology/Oncology physician for their employed medical group. The new physician will inherit an established patient base. They are conven…
Sportsbook Line Cook, Nationwide Arena
The opportunity Delaware North Sportservice is searching for a part-time Line Cook to join our team at Nationwide Arena in Columbus, Ohio . If you have passion for creating culinary ma…
Director of Information Systems
Job Description Job Description Lead IS innovation! Drive tech strategy, mentor top talent & shape hospital systems for better care. This Jobot Job is hosted by: Julian Okoro Are you a fit?…
EHV Transmission Line Engineering Consultant Grid
Description This position allows for a hybrid work schedule with a mix of work spent in office and working remote from home. This position will offer you the opportunity to manage and/or lea…
Accounts Payable Coordinator
IRG Realty Advisors (IRG RA) provides comprehensive commercial real estate solutions for entrepreneurial owners/investors, corporations, institutional, and governmental clients. Currently the l…
Operations and Fulfillment Coordinator
The Operations and Fulfillment Coordinator supports the smooth day-to-day operations of the Mary Foundation, ensuring that products and materials are delivered accurately, efficiently, and on time, wh…