Paraplanner

Our client, a growing Registered Investment Advisor (RIA) in Seattle is seeking a Paraplanner to support their financial planning practice and advisory team. This role combines technical financial planning with client service and operations, offering hands-on exposure to sophisticated planning needs and a clear path toward becoming a Financial Planner.

What You'll Do

• Build and maintain client financial plans in eMoney, including data gathering, account connections, and ongoing plan accuracy
• Prepare scenario modeling across retirement, cash flow, education funding, insurance, and risk
• Support planning around equity compensation, concentrated stock, RSUs and options, and liquidity events
• Prepare client meeting materials and agendas and manage post-meeting notes and action items
• Research financial planning questions and provide clear, well-sourced findings
• Open and maintain client accounts at Schwab, including paperwork, transfers, and registration changes
• Handle day-to-day client service requests, including distributions, document requests, and account inquiries
• Maintain accurate client records, tasks, and workflows within the CRM
• Prepare client reports and support quarterly reporting cycles

What We're Looking For

• 1–2 years of experience in financial planning or wealth management
• CFP certification in progress or a clear intention to pursue it strongly preferred
• Strong analytical skills and attention to detail
• Ability to independently manage responsibilities, track outstanding items, and follow through
• Comfort balancing technical planning and analysis with client service and operational responsibilities
• Strong written and verbal communication skills
• Genuine interest in building a long-term career in financial planning