Paraplanner

Premier Paraplanner Role with High-Growth Family Office Ascendo is excited to present this opportunity in the Wealth Management industry. We are partnering with a distinguished firm that is on an upward trajectory, looking for a sharp and motivated individual to support their family office operations. This position offers a fantastic pathway for career advancement for those committed to obtaining their CFP. The ideal candidate will have a robust background in preparing complex client deliverables and financial models, bringing 2+ years of dedicated experience within an RIA or family office setting. Responsibilities Construct sophisticated client presentations, including financial plans, performance reports, and specialized family documentation. Execute detailed data reconciliations and financial statement analysis using Excel. Facilitate the smooth operation of client accounts, handling necessary paperwork and transfers. Partner with advisory teams to formulate long-term wealth strategies. Maintain accurate records across internal databases and custodian platforms. Qualifications 2+ years of relevant experience in a Family Office or RIA. Demonstrated ability to use financial planning and reporting software. Strong Excel skills for data management and reconciliation. Active pursuit of or intent to obtain CFP certification. Ability to work fully onsite and collaborate effectively with the team. ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT. #J-18808-Ljbffr