Paraplanner

Position Summary Collective Advisors is seeking a Paraplanner to support our wealth advisors in preparing and implementing financial strategies for clients. This role focuses on financial planning analysis, investment implementation, and supporting advisors in delivering and executing client strategies. Paraplanners attend client meetings, assist with planning recommendations, and help ensure strategies are implemented effectively. Key Responsibilities Assist advisors with building and updating comprehensive financial plans Gather and organize client financial information for planning analysis Run projections related to retirement planning, tax strategies, and cash flow scenarios Assist with portfolio allocation reviews and investment implementation Support advisors with retirement account and 401(k) allocation analysis Help track implementation of financial planning recommendations Prepare planning materials for client meetings Attend financial planning meetings alongside advisors Assist with explaining planning strategies and tracking follow-up action items Planning Systems & Workflow Maintain accurate client information within planning software and CRM systems Assist with improving internal planning workflows and systems Qualifications Education Bachelor’s degree required. Experience & Professional Certification Candidates must either hold the CFP® certification or be on track and able to pass the CFP® exam within the next year. We welcome candidates early in their financial planning careers, including recent graduates with financial planning education or early‑career professionals from other advisory firms. Financial planning software (eMoney, MoneyGuidePro, or similar) CRM systems such as Salesforce Microsoft Office Suite Collective Advisors values candidates who are comfortable using artificial intelligence tools to improve research, financial analysis, and planning efficiency. Who Thrives in This Role Individuals who enjoy solving complex financial planning problems Highly detail-oriented and organized professionals Candidates excited about working in a fast-growing firm People who value collaboration, mentorship, and long-term career development Benefits Health, dental, and vision insurance Generous paid time off and paid holidays Strong 401(k) contribution program Team retreats and firm events that strengthen collaboration and culture Compensation Commensurate upon experience and certifications within the Financial Services industry. New grads (planning-focused): $54,000 – $59,000 Industry experience: $59,000 – $64,000 New grads with CFP education complete: $64,000 – $68,000 Planning experience and/or CFP: $68,000 – $76,000 #J-18808-Ljbffr Collective Advisors