Paraplanner (Columbus, Ohio)

Loading... Please wait. Expand Show Other Jobs Job Saved Save Job Paraplanner (Columbus, Ohio) Gianola Financial Planning Application Captcha / Bot Check Copy from here to here Click to hear these letters. What is this? The application opened in a new tab. You may close this popup. By using this feature you agree to our Terms and Conditions and Privacy Policy. Details Posted: 30-Jul-26 Location: Columbus, Ohio Type: Full Time Salary: $45,000 - $60,000 Categories Wealth Management Sector Wealth Management Salary Details Salary based on experience ($45,000 - $60,000) 401k with matching & profit-sharing Health Insurance and disability insurance Tuition reimbursement Bonus opportunities Hybrid work schedule Paid holidays, vacation and sick days Required Education 4 Year Degree Additional Information Hybrid/Remote is allowed. Position Summary The ideal candidate for this position possesses high attention to detail, strong written communication, and effective time management, combined with strong interpersonal skills and a collaborative mindset. This position is suitable for a candidate who enjoys conducting technical research and analyzing client data behind the scenes rather than leading client relationships. In this role, you will support the Financial Planner with data entry, meeting preparation and client follow-up. You will develop expertise in financial planning software and firm processes. We provide training and mentorship to ensure success. This is a salaried position with no sales, commissions or gathering assets under management. Essential Duties And Responsibilities Under the supervision of a Financial Planner, you will: Gather and maintain client data Prepare for client meetings and follow up on action items Update and model client information in financial planning software Generate financial planning reports as appropriate Complete trades and money movement in client portfolios Enter data in tax software Answer client inquiries as appropriate Research financial planning topics as needed Assist with other projects within the firm to improve service and efficiency. Desired Skills And Experience Bachelor’s Degree 1-3 years of experience in the financial planning industry preferred Financial Paraplanner Qualified Professional (FPQP®) or Series 65 license preferred Strong verbal and written communication skills Demonstrated diligent attention to detail A desire for customer service excellence Proficiency with Microsoft Office products Experience with Schwab, Advisor Engine, eMoney, Holistiplan, Hubly, ProConnect Tax preferred #J-18808-Ljbffr FPA of Charlotte