Paraplanner - Client Engagement & Presentation Support

Paraplanner – Client Engagement & Presentation Support Brighton, MI Role Overview The Paraplanner plays a key role in supporting new business and enhancing the client experience. This position focuses on two core areas: Lead Qualification: Conduct brief, structured calls with prospective clients to assess fit, gather key information, and support onboarding into the planning process Presentation Development: Create customized, polished PowerPoint presentations to support advisor-led client meetings This is a highly collaborative, detail-driven role requiring strong communication skills and a clear understanding of the client journey. Key Responsibilities Prospect Discovery & Lead Qualification Conduct 15-minute introductory calls with inbound leads using a structured script Qualify prospects based on planning needs and alignment with firm services (non-sales role) Document call details and next steps in Wealthbox CRM Coordinate with advisors on lead status, follow-ups, and scheduling Serve as a professional and welcoming first point of contact Prepare customized PowerPoint presentations for client meetings Translate financial data, goals, and insights into clear, client-friendly visuals Maintain consistent branding and formatting standards Collaborate with advisors to align presentations with planning strategies Ideal Candidate Strong communicator with a professional, engaging phone presence Highly detail-oriented with excellent organizational skills Comfortable working with financial data and presenting it clearly Proactive, responsive, and able to manage multiple priorities Team-oriented with strong time management Qualifications Required: 1–3 years of experience in financial planning, sales support, or advisory operations Proficiency in PowerPoint and creating high-quality presentations Basic understanding of financial planning concepts Strong communication skills and attention to detail Preferred: Experience with Wealthbox CRM Experience working with financial advisors or in a planning-focused firm Why Join Us? Salary: $50,000 (negotiable based on experience) Employer-contributed health insurance plus optional dental and vision (waiting period applies) Supportive, high-accountability team environment Career development with access to industry tools and training On-site role in our Brighton, MI headquarters Opportunity to directly impact client experience and firm growth #J-18808-Ljbffr MAIN Financial Group Wealth Management