Financial Paraplanner - Full Time

Financial Paraplanner Beachwood, Ohio
At Wealth Advocate Group, we believe financial planning is about helping clients make informed decisions and feel confident about their future. We take a collaborative, team-based approach to planning and investment management, working closely with clients to develop customized strategies that support their goals through every stage of life.
As our firm continues to grow, we are seeking a Financial Paraplanner who is passionate about financial planning, enjoys solving problems, and is looking to build a long-term career in the wealth management industry.
This role is ideal for someone who wants more than an administrative position and is seeking a clear path toward becoming a financial advisor.
As a Financial Paraplanner, you will work directly alongside experienced advisors, participate in client and prospect meetings, assist in developing financial planning recommendations, and gain firsthand exposure to the financial planning process from discovery through implementation and ongoing review.
You will receive mentorship, training, and professional development to build both technical planning knowledge and client-facing skills. For the right individual, this position provides a strong foundation for future growth into an Associate Advisor or Financial Advisor role.
We actively support team members pursuing the CFP® designation through mentorship, professional development resources, and opportunities to apply financial planning concepts in real client situations. Our goal is to help motivated professionals build both the technical expertise and practical experience necessary for a successful long-term career in financial planning.
Financial Planning Support

• Assist advisors in gathering and analyzing client financial information
• Input and maintain client data within financial planning software
• Participate in developing planning strategies and recommendations
• Conduct research on financial planning, retirement, tax, insurance, and investment-related topics
• Prepare planning analyses, presentations, and meeting materials
• Assist with investment and portfolio analysis

Assist with implementation and follow-up of planning recommendations

~ Help ensure a consistent, high-quality client experience throughout the financial planning process

Develop proficiency in industry-leading technology, including eMoney, Salesforce, and other planning and client relationship tools

~ Continue building technical knowledge of financial planning concepts and best practices

Performance-based bonus opportunity

• Employer-paid health insurance
• Life and disability insurance
• This position involves regular interaction with clients and access to confidential financial information. This is a full-time position located in Beachwood, Ohio.

They enjoy both analytical work and building relationships and are excited by the opportunity to grow within a collaborative advisory team.
Self-motivated learners with a genuine interest in financial planning

• Bachelor's degree in Financial Planning, Finance, Accounting, Economics, or a related field
• Proficiency with Microsoft Office applications
• Prior experience within the financial services industry
• Experience using eMoney, Salesforce, or comparable financial planning and CRM platforms
• Life, Accident, and Health Insurance License