(Remote) Paraplanner

Under limited supervision, use specialized knowledge and skills obtained through experience, specialized training, or certification to build GPM plans for Financial Advisors. Serve as a resource to advisors and their assistants regarding overall financial planning strategies, including social security, healthcare planning, retirement income planning, long‑term care, life insurance and risk management, tax planning, estate planning, and more. Build GPM plans on behalf of Financial Advisors.

Enter client data into financial planning software MoneyGuidePro (GPM).

Analyze financial data to construct comprehensive financial plans.

Plan areas include social security, healthcare, retirement and income analysis, long‑term care, life insurance and risk management, tax planning, and estate planning.

Demonstrate an understanding of personal and business financial planning concepts and stay informed of tax law changes and financial planning developments.

Respond to Financial Advisor questions by telephone, email, and occasional personal visits.

Stay abreast of, and comply with, company and department policies and procedures.

Understanding of personal financial planning concepts.

Familiarity with financial planning software, including MoneyGuidePro (GPM).

Experience with external accounts, data aggregation systems, portfolio management applications, and contact management applications.

Proficiency with computer hardware and software support, software installation and removal, computer maintenance, backup, and restoration procedures.

Ability to operate personal computers, peripheral equipment, telecommunication devices, operating system administration tools, and remote‑control software.

Microsoft Office proficiency for document, spreadsheet, and email creation.

Strong customer service orientation and problem‑solving skills in a non‑technical manner.

Bachelor’s Degree from a four‑year college or university and 1–2 years of relevant experience in the financial field.

OR equivalent combination of education, experience, and/or training.

Obtain licensing required to become registered under RJA and RJFSA registered investment advisor.

Travel & Workstyle

Less than 25% travel.

Base salary plus potential additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits package may include medical, dental, and vision; life insurance; disability benefits; retirement savings; paid time off (vacation, holidays, sick leave);