Accounting Paraplanner

An established wealth management and financial planning firm is seeking a Wealth Planner to support high-net-worth and ultra-high-net-worth individuals, families, business owners, and entrepreneurs. This role will work closely with advisors and clients to deliver comprehensive financial planning solutions, coordinate with outside professionals, and provide exceptional client service. The ideal candidate is a highly organized, detail-oriented professional with a passion for financial planning and relationship management. This individual will thrive in a collaborative environment and enjoy helping clients navigate complex financial decisions while supporting long-term financial success.

Serve as a trusted client advocate and assist with addressing client questions and needs
Deliver a high level of client service and support throughout the planning process
Financial Planning & Analysis
Assist advisors with financial plan preparation and meeting preparation
Review financial statements, estate planning documents, and insurance policies
Prepare insurance analyses, planning recommendations, and client presentations
Develop and maintain net worth statements and financial planning reports
Utilize planning software to model various financial scenarios and outcomes
Investment & Retirement Planning Support
Support retirement plan reviews and participant education initiatives
Monitor financial planning recommendations and implementation activities
Prepare supporting analyses for investment and retirement planning discussions
Maintain client data within CRM and financial planning software systems
Support special projects and firm initiatives as needed
Bachelor's degree in Finance, Business, Accounting, Economics, or a related field
Certified Financial Planner (CFP®) designation or active CFP candidate status or eligibility
Understanding of comprehensive financial planning , including investment, retirement, tax, estate, and risk management concepts
Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook
Experience working with financial planning, CRM, or wealth management software platforms
Experience supporting high-net-worth or ultra-high-net-worth clients
Experience within a wealth management, family office, financial planning, or registered investment advisory environment
Exposure to estate planning, tax planning, insurance analysis, and advanced planning strategies
Familiarity with financial planning software, CRM systems, and portfolio reporting tools
Demonstrated passion for financial planning and long-term client relationship development
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io .

You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).
Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
Virginia residents may access our state specific policies here .
Residents of all other states may access our policies here .
Canadian residents may access our policies in English here and in French here .
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the individual's skill sets, experience and training;
office location and other geographic considerations;
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.