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Financial Paraplanner
Dover, DE (On-Site) | Full-Time
About Us
We are a growing private wealth management firm dedicated to helping clients feel confident, informed, and supported in their financial lives. Our team values strong relationships, thoughtful planning, and a high-quality client experience.
Role Overview
We’re seeking a detail-oriented Financial Paraplanner to support advisors, prepare financial plans, and help deliver a seamless client experience. This role blends planning support, client service, and operations.
Key Responsibilities
Qualifications
Ideal for someone proactive, organized, and interested in growing within financial services.
Dover, DE (On-Site) | Full-Time
About Us
We are a growing private wealth management firm dedicated to helping clients feel confident, informed, and supported in their financial lives. Our team values strong relationships, thoughtful planning, and a high-quality client experience.
Role Overview
We’re seeking a detail-oriented Financial Paraplanner to support advisors, prepare financial plans, and help deliver a seamless client experience. This role blends planning support, client service, and operations.
Key Responsibilities
- Assist with financial plan preparation and updates
- Gather and organize client information and documents
- Support client onboarding and ongoing service requests
- Prepare meeting materials and track follow-ups in CRM
- Maintain accurate records and ensure smooth operations
Qualifications
- Associate’s degree or higher
- 2+ years of administrative or client service experience
- Strong organization, communication, and attention to detail
- Proficiency in Microsoft Office and CRM systems
Ideal for someone proactive, organized, and interested in growing within financial services.
