Paraplanner

Paraplanner — Covenant Wealth Advisors | Richmond, VA The short version: We need a detail‑obsessed paraplanner who wants to build a career as a financial advisor — not just fill a seat. You'll work directly with our Advisory Team preparing financial plans for clients with $1M+ in investable assets. Nothing generic about the work, nothing generic about the standards. WHY THIS ROLE EXISTS At Covenant Wealth Advisors, our fast growing team delivers integrated retirement planning — investments, income, and tax planning coordinated as one strategy. That level of planning requires serious preparation behind the scenes. The Paraplanner is the person who makes sure every data point is right, every meeting is ready, and every follow‑through actually happens. This is an entry‑level position, but "entry‑level" doesn't mean low‑impact. You'll touch real client plans from day one. You'll learn the full wealth management process by doing it — not by watching from the sidelines. WHAT YOU'LL ACTUALLY DO Build and populate financial plans in MoneyGuidePro using client data you've gathered and verified Edit blog articles and publish them to our website following CWA's established content process Prepare meeting agendas and help Lead advisors prepare for client meetings Prepare and edit our weekly Retirement Brief newsletter — a Friday publication reaching 13,000+ subscribers Follow up with prospects who have already reached out to our firm — by phone, email, or text — to get them on the calendar with a Lead Financial Advisor (no cold calling, ever) Monitor client financial situations and flag gaps, risks, or opportunities for the advisory team Manage the full arc of client meetings: pre‑meeting prep, in‑meeting support, and post‑meeting action items tracked to completion Handle new client onboarding from data collection through planning software setup Keep our CRM current and our client processes tight The content and prospect responsibilities aren't afterthoughts. Our newsletter reaches 12,000+ subscribers, and every article on our site reflects our standard of quality — you'll be the last set of eyes before it goes live. And when prospects reach out to us, your job is to make sure they actually get connected with an advisor. These are people who already raised their hand. You're not selling — you're following through. WHO THRIVES HERE You're the person who double-checks the double-check. When something is due Thursday, you finished it Wednesday. You don't need someone to tell you the next step — you've already thought two steps ahead. Communicate clearly in writing, in conversation, and — critically — when listening Handle confidential financial information with the discretion it demands Stay steady when markets are volatile and clients have questions Actually want to learn this business, not just clock hours toward a credential Align with what drives our culture: integrity, excellence, gratitude, enjoyment of life and family, and a "make it happen" mentality WHAT YOU BRING Bachelor's degree (we have a soft spot for Hokies and VCU Rams, but we won't hold your alma mater against you) Pursuing the CFP® designation or eligible to sit for the exam Series 65 required within 90 days of hire 0–2 years of experience at a financial services firm (internships count) LIFE AT COVENANT (Benefits & Culture) We believe that to take great care of our clients, we must first take care of our team. We value work‑life balance and make space for family, friends, and personal fulfillment. Competitive Base Salary from $60,000 - $65,000 depending upon level of experience. Quarterly Incentive: Revenue‑sharing bonus tied to firm growth Financial Wellness: 401(k) plan with employer match. Comprehensive Health: Covenant pays up to 75% of medical, dental, and vision premiums. Paid Parental & Maternity Leave. Dependent Care Account (FSA): Set aside pre‑tax dollars for childcare expenses. Time Off: Generous Paid Time Off (PTO) policy. Professional Development: Budget and ongoing training to keep growing in your craft. Hybrid Flexibility: 4 days in‑office and 1 day remote. Community: Matching gifts program to support the causes you care about. WHAT WE OFFER THAT YOU WON'T FIND EVERYWHERE We're a fee‑only fiduciary. No product sales. No commissions. No pressure to push something a client doesn't need. You'll learn financial planning the right way — built around the client's interest, full stop. This is a career‑track role with a defined path: Paraplanner → Associate Financial Advisor → Lead Financial Advisor. We don't post that progression as a recruiting talking point and leave it vague — it's how we've built the team. You’ll get direct mentorship from experienced advisors, real client exposure, and a front‑row seat to how comprehensive retirement planning actually works from a fast growing wealth management firm. #J-18808-Ljbffr