CFP, Paraplanner

Wedmont Private Capital; United States; Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Remote work within continental US

Competitive salary and bonus

Job summary

Wedmont Private Capital is hiring a paraplanner for an entry-level role ideal for a new CFP or someone studying for the CFP exam. This fully remote position supports the firm's planning-centric approach and serves high-net-worth clients within a mission-oriented, flat-fee platform.

You will build financial plans, collaborate with advisors, and deepen your knowledge across investments, tax, and risk management while adhering to regulations. Salary is $60k-$70k with bonus potential.

Qualifications

• Preference for CFP exam passed or currently studying
• Excellent written and verbal communication
• Ability to analyze financial information and comply with regulations
• High ethics with a customer-oriented attitude
• Ability to foster long-term client relationships
• Proficient with financial planning software and CRM tools

Responsibilities

• Build financial plans for current and prospective clients
• Create materials and presentations for client meetings
• Analyze clients' financial situations (balance sheets, income, expenses)
• Identify opportunities in investments, tax, risk management, etc.
• Maintain updated knowledge of industry regulations and best practices

Skills

CFP exam passed

Communication skills

Financial analysis

Regulatory compliance

Ethical client service

Relationship building

Tech savvy with CRM

Education

CFP exam in progress

Tools

Financial planning software

CRM systems

Job description

Come join one of the fastest growing RIAs in the industry. At Wedmont we are changing the way successful families receive financial advice. Wedmont's flat fee model is disrupting the wealth management industry, and we are hiring a paraplanner to be an integral member of our team. This is an entry level role that is ideal for a new CFP or someone still studying for the CFP exam. If you’re analytical, meticulous, process-driven, and want to work for an innovative, mission-oriented firm, we’d like to meet you.

In this role you will:

• Help build comprehensive financial plans for HNW/UHNW families
• Work closely with the firm's advisors and leadership team
• Grow and deepen your knowledge of financial planning through exposure to many different client situations and circumstances
• This is NOT a sales role - this is ONLY a planning role!

Responsibilities:

• Work with senior staff to build financial plans on behalf of current and prospective clients
• Create materials and presentations for client meetings
• Analyze clients’ financial situations (e.g. balance sheets, income, and expenses)
• Examine and identify financial planning opportunities (e.g. investments, tax, T&E, risk management, etc.)
• Maintain updated knowledge of industry regulations and best practices

Skills/Requirement:

• Preference will be given to those who have passed the CFP exam, though applicants currently studying for the exam are encouraged to apply
• Excellent communication skills - both written and verbal
• Ability to analyze financial information and comply with regulations
• Strong ethics, with a customer-oriented attitude
• Ability to foster long-term client relationships
• Tech savvy with experience using various financial planning software packages and CRM systems

Compensation:

• This is a fully remote position with the ability to work anywhere within the continental US
• We have a highly competitive salary, bonus, and benefit plan
• Total cash compensation between $60,000 - $70,000 depending on experience
• Our employees experience significant increases in compensation and responsibility