Accounting Paraplanner

Position Overview
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.

Key Responsibilities
Client Service & Relationship Management

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

Develop and maintain strong relationships with clients and their families

Ensure client requests are handled accurately and efficiently

Financial Planning & Analysis

Assist advisors with financial plan preparation and meeting preparation

Participate in client meetings and maintain detailed documentation of discussions and action items

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

Assist with portfolio reviews to ensure alignment with client goals and objectives

Support retirement plan reviews and participant education initiatives

Monitor financial planning recommendations and implementation activities

Prepare supporting analyses for investment and retirement planning discussions

Collaboration & Process Management

Collaborate with CPAs, attorneys, estate planners, and other professional advisors

Maintain client data within CRM and financial planning software systems

Support special projects and firm initiatives as needed

Identify opportunities to improve workflows, processes, and client experience

Qualifications

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

Strong client service orientation and professional communication skills

Excellent written, verbal, organizational, and problem‑solving abilities

Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook

Experience working with financial planning, CRM, or wealth management software platforms

Strong attention to detail and ability to manage multiple priorities

Ability to work both independently and collaboratively in a team environment

Preferred Qualifications

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

#J-18808-Ljbffr Vaco Recruiter Services