Paraplanner

About This Role

This Paraplanner role acts as a central point of contact for clients, external professionals, and the advisory team, integrating financial analysis, tax compliance, and estate planning. The individual will collaborate with various professionals to implement complex strategies aligned with client goals.

Responsibilities

• Prepare and maintain detailed client financial condition documents, legal and tax compliance deliverables, and supporting materials
• Manage and update client information systems (Salesforce, Addepar) to ensure accuracy and consistency
• Analyze client data to support tailored financial, tax, and estate recommendations
• Support advisors with income forecasting, tax planning, cash flow planning, and ad-hoc scenario modeling
• Assist in presenting financial plans and data to clients, clearly explaining assumptions and rationale
• Prepare and organize materials for client meetings, including agendas, financial plans, portfolio reports, and legal documents
• Attend meetings with advisors, document key discussion points, and track follow-up actions
• Field and respond to client, CPA, and EPA inquiries with accurate and timely information
• Serve as a liaison between advisors and external professionals to ensure alignment and timely follow-up on initiatives
• Collaborate with advisory teams, operations, and COIs to align financial, tax, trust, and estate strategies
• Review draft tax returns and coordinate revisions with client CPAs
• Coordinate payment of client tax balances and quarterly estimated tax vouchers
• Assist in training interns and client service associates

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related field
• 3-5 years of experience in financial planning, paraplanning, or client service within a wealth management environment
• Proficiency with CRM and financial planning software (Salesforce, Addepar, RightCapital)
• Working knowledge of tax, estate, and financial planning concepts
• Exceptional written and verbal communication skills
• Advanced analytical and problem-solving abilities
• Strong organizational skills with meticulous attention to detail
• Ability to collaborate effectively with internal teams and external professionals

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field
• 3-5 years of experience in financial planning, paraplanning, or client service within a wealth management environment

Nice to Have

• Experience developing and implementing SOPs, templates, and checklists for process improvement

Skills

* Required skills