Paraplanner / Financial Planning Associate

Job Description

Job Description

Paraplanner / Financial Planning Associate

Position Overview

We are seeking an accounting professional who is interested in transitioning into a long-term career path within financial planning. This role is designed for someone who will begin as a Paraplanner and develop into a full-fledged Financial Planner over time through hands-on training, mentorship, and client exposure.

The ideal candidate will have a strong accounting or tax background, excellent attention to detail, and an interest in the future of financial planning, including the impact of AI and evolving technology within the industry. We are looking for someone intelligent, analytical, and client-focused who understands that while technology can support the planning process, people still want trusted advisors they can build relationships with.

Responsibilities

• Support advisors in preparing comprehensive financial plans
• Review financial data for accuracy and completeness
• Utilize financial planning and tax software to generate reports and recommendations
• Analyze outputs from planning software and identify inconsistencies or areas requiring further review
• Assist with retirement, tax, estate, and overall financial planning strategies
• Participate in client meetings and gradually become involved in presenting financial plans
• Learn and understand the firm’s financial planning process and methodology
• Stay informed on industry trends, technology, and the growing role of AI within financial services
• Collaborate with team members to provide a high level of client service and planning accuracy

Qualifications

• Background in Accounting, Finance, Tax, or related field
• CPA, CPA track, or strong tax/accounting experience preferred
• Strong understanding of tax code and financial concepts
• High level of accuracy and analytical thinking
• Comfortable learning and using financial planning software and technology tools
• Ability to question outputs and think critically rather than rely solely on software-generated information
• Strong communication and interpersonal skills
• Interest in growing into a client-facing Financial Planner role over time

Preferred Qualifications

• Experience working directly with clients
• Interest in financial planning and wealth management
• Comfort presenting information and building client relationships
• Curiosity around AI, automation, and the future of the accounting and financial planning industries

Company Description

Our expert team along with our strategic partnerships offer a collective experience in specialized staffing solutions and Process Improvement knowledge. We combine that insight with our dedication, knowledge, and resources to provide superior world-class service.

Visit our website for all of the current positions we are recruiting for. We have a dedicated local South Florida team for Accounting, Finance, Customer Service, HR, Sales, Marketing, Project Management, C-Suite as well as National presence in Manufacturing. What makes us so unique is our boutique connection to all the clients and candidates we serve.

Our Cii division offers consulting, lean training and six sigma certification and you can visit for more details or just call us!!

Key Skills:

-Master of the accounting and finance recruitment universe.
-Sales ninja turned talent whisperer.
-Networking ninja with a knack for making friends everywhere I go.
-The ultimate matchmaker, connecting top talent with top-notch opportunities.
-Passionate about building relationships that stand the test of time.
-Committed to keeping the fun alive in the world of recruitment.

Let's chat and see how we can turn your career dreams into sunny realities! ️✨View phone number on ziprecruiter.com

Specialties:
- Temporary/Consulting
-Temp-to-Hire
-Direct Hire
-Project Solutions
-Training
-Finance and Accounting
-Financial Services
-Information Technology
-General Office
-Continuous Improvement
-Manufacturing Industry Recruiting

Company Description

Our expert team along with our strategic partnerships offer a collective experience in specialized staffing solutions and Process Improvement knowledge. We combine that insight with our dedication, knowledge, and resources to provide superior world-class service. \r\n\r\nVisit our website for all of the current positions we are recruiting for. We have a dedicated local South Florida team for Accounting, Finance, Customer Service, HR, Sales, Marketing, Project Management, C-Suite as well as National presence in Manufacturing. What makes us so unique is our boutique connection to all the clients and candidates we serve. \r\n\r\nOur Cii division offers consulting, lean training and six sigma certification and you can visit for more details or just call us!! \r\n\r\nKey Skills:\r\n\r\n-Master of the accounting and finance recruitment universe.\r\n-Sales ninja turned talent whisperer.\r\n-Networking ninja with a knack for making friends everywhere I go.\r\n-The ultimate matchmaker, connecting top talent with top-notch opportunities.\r\n-Passionate about building relationships that stand the test of time.\r\n-Committed to keeping the fun alive in the world of recruitment.\r\n\r\nLet's chat and see how we can turn your career dreams into sunny realities! ️✨View phone number on ziprecruiter.com\r\n\r\nSpecialties:\r\n-Temporary/Consulting\r\n-Temp-to-Hire\r\n-Direct Hire\r\n-Project Solutions\r\n-Training\r\n-Finance and Accounting\r\n-Financial Services\r\n-Information Technology\r\n-General Office\r\n-Continuous Improvement\r\n-Manufacturing Industry Recruiting