Financial Planning Paraplanner - Client-Focused Support

Carson Group; Wasilla (AK); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

401(k) with company contribution

PTO

Parental Leave

Medical insurance

Dental insurance

Vision insurance

Health Savings Accounts

Flexible Spending Accounts

Life and AD&D Insurance

Short and Long-Term Disability

Work/Life Benefits

Holistic Wellbeing Programs

Job summary

Carson Group in Wasilla, AK is looking for a Financial Planning Support professional to assist in preparing, presenting, and implementing comprehensive financial plans. You will analyze client data, research scenarios, and help translate goals into actionable strategies.

The role requires at least two years in financial services, strong communication, and proficiency with planning software like eMoney and CRMs such as Salesforce.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Admin, or related field.
• 2+ years of experience in financial services.
• FPQP designation preferred.

Responsibilities

• Prepare and update financial plans using planning tools.
• Develop client relationships and draft plan letters.
• Support implementation of plan recommendations with advisors.
• Create and modify presentation materials and reports.
• Assist with planning-related questions and follow-up actions.

Skills

Financial planning

Client engagement

Communication skills

Independent + teamwork

Education

Bachelor's degree in Finance/Business

Tools

eMoney

Salesforce

Microsoft Office

Job description

Carson Group in Wasilla, AK is looking for a Financial Planning Support professional to assist in preparing, presenting, and implementing comprehensive financial plans. You will analyze client data, research scenarios, and help translate goals into actionable strategies.

The role requires at least two years in financial services, strong communication, and proficiency with planning software like eMoney and CRMs such as Salesforce.