Paraplanner

About This Role

This Paraplanner role is a key point of contact for clients and advisors, integrating financial analysis, tax compliance, and estate planning to implement complex strategies. The role involves close collaboration with CPAs, EPAs, and wealth advisors to ensure client goals are met.

Responsibilities

• Prepare and maintain detailed client financial condition documents, legal, and tax compliance deliverables
• Manage and update client information systems (Salesforce, Addepar) to ensure accuracy
• 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
• Prepare and organize materials for client meetings, including agendas, financial plans, and portfolio reports
• 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
• Collaborate with advisory teams, operations department, and COIs to align financial, tax, trust, and estate strategies
• Review draft tax returns (personal, corporate, trust, and gift) and coordinate revisions with client CPAs
• Assist in training interns and client service associates, providing guidance and reviewing work for accuracy

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