Financial Paraplanner

Stratos; Beachwood (OH); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Bonus

401(k) with profit-sharing

Health insurance

Life and disability insurance

Paid time off

Professional development

CFP education

Mentorship

Team environment

Job summary

Wealth Advocate Group in Beachwood, Ohio, is seeking a Financial Paraplanner to support senior advisors in building financial plans and client analyses. You will gather client data, prepare analyses, and participate in meetings, with mentorship toward CFP designation and future advisor roles.

Ideal candidates are detail-oriented, organized, and communicative, with a bachelor's in a financial field and eagerness to grow within a collaborative wealth planning team.

Qualifications

• Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or a related field.
• Strong organizational and time management skills.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office applications.
• Ability to work both independently and collaboratively within a team environment.
• High level of professionalism, discretion, and attention to detail.
• Preferred: Experience within the financial services industry.
• Experience using eMoney, Salesforce, or comparable financial planning and CRM platforms.
• Progress toward or interest in pursuing the CFP designation.
• Securities licenses (Series 7 and/or Series 66).
• Life, Accident, and Health Insurance License.

Responsibilities

• Assist advisors in gathering and analyzing client financial information.
• Input and maintain client data within financial planning software.
• Participate in developing planning strategies and recommendations.
• Conduct research on financial planning, retirement, tax, insurance, and investment-related topics.
• Prepare planning analyses, presentations, and meeting materials.
• Assist with investment and portfolio analysis.
• Attend prospect and client meetings alongside advisors.
• Capture key discussion points, action items, and follow-up activities using firm technology tools, including Jump AI.
• Assist with implementation and follow-up of planning recommendations.
• Communicate with clients regarding information requests and next steps.
• Help ensure a consistent, high-quality client experience throughout the financial planning process.

Skills

Verbal communication

Written communication

Attention to detail

Discretion

Professionalism

Teamwork

Independent work

Self-motivated learners

Education

Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or a related field

Tools

Microsoft Office

eMoney

Salesforce

Job description

Financial Paraplanner

Beachwood, Ohio

About Wealth Advocate Group

At Wealth Advocate Group, we believe financial planning is about helping clients make informed decisions and feel confident about their future. We take a collaborative, team-based approach to planning and investment management, working closely with clients to develop customized strategies that support their goals through every stage of life.

As our firm continues to grow, we are seeking a Financial Paraplanner who is passionate about financial planning, enjoys solving problems, and is looking to build a long-term career in the wealth management industry.

Why This Role?

This role is ideal for someone who wants more than an administrative position and is seeking a clear path toward becoming a financial advisor.

As a Financial Paraplanner, you will work directly alongside experienced advisors, participate in client and prospect meetings, assist in developing financial planning recommendations, and gain firsthand exposure to the financial planning process from discovery through implementation and ongoing review.

You will receive mentorship, training, and professional development to build both technical planning knowledge and client-facing skills. For the right individual, this position provides a strong foundation for future growth into an Associate Advisor or Financial Advisor role.

We actively support team members pursuing the CFP® designation through mentorship, professional development resources, and opportunities to apply financial planning concepts in real client situations. Our goal is to help motivated professionals build both the technical expertise and practical experience necessary for a successful long-term career in financial planning.

What You’ll Do

Financial Planning Support

• Assist advisors in gathering and analyzing client financial information

• Input and maintain client data within financial planning software

• Participate in developing planning strategies and recommendations

• Conduct research on financial planning, retirement, tax, insurance, and investment-related topics

• Prepare planning analyses, presentations, and meeting materials

• Assist with investment and portfolio analysis

Client & Advisor Support

• Attend prospect and client meetings alongside advisors

• Capture key discussion points, action items, and follow-up activities using firm technology tools, including Jump AI

• Assist with implementation and follow-up of planning recommendations

• Communicate with clients regarding information requests and next steps

• Help ensure a consistent, high-quality client experience throughout the financial planning process

Professional Growth

• Develop proficiency in industry-leading technology, including eMoney, Salesforce, and other planning and client relationship tools

• Continue building technical knowledge of financial planning concepts and best practices

• Pursue professional development and industry credentials, including progress toward the CFP® designation

What We Offer

• Competitive base salary

• Performance-based bonus opportunity

• Company-sponsored 401(k) with Safe Harbor and profit-sharing contributions

• Employer-paid health insurance

• Life and disability insurance

• Paid time off

• Professional development support

• CFP® education and career development opportunities

• Mentorship from experienced advisors

• A collaborative team environment focused on learning, growth, and client service excellence

Additional Information

This position involves regular interaction with clients and access to confidential financial information. Candidates must demonstrate sound judgment, professionalism, discretion, and a commitment to maintaining client privacy.

This is a full-time position located in Beachwood, Ohio.

Who We’re Looking For

The ideal candidate is curious, detail-oriented, organized, and eager to learn. They enjoy both analytical work and building relationships and are excited by the opportunity to grow within a collaborative advisory team.

Successful candidates are:

• Strong communicators who can explain information clearly and professionally

• Naturally organized and detail-oriented

• Comfortable managing multiple priorities and deadlines

• Collaborative team players who enjoy working with others

• Self-motivated learners with a genuine interest in financial planning

• Adaptable and willing to embrace new technology and processes

Qualifications

Required

• Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or a related field

• Strong organizational and time management skills

• Excellent verbal and written communication skills

• Proficiency with Microsoft Office applications

• Ability to work both independently and collaboratively within a team environment

• High level of professionalism, discretion, and attention to detail

Preferred

• Prior experience within the financial services industry

• Experience using eMoney, Salesforce, or comparable financial planning and CRM platforms

• Progress toward or interest in pursuing the CFP® designation

• Securities licenses (Series 7 and/or Series 66)

• Life, Accident, and Health Insurance License