Financial Planning Paraplanner: Detail-Driven Growth

Jambalaya Group; Washington (District of Columbia); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Profit-sharing

Medical insurance

Transportation stipend

Paid time off

Paid holidays

Job summary

Paragon Wealth Advisors in Seattle, WA is seeking an experienced Financial Planning Specialist to support the planning team and deliver high-quality planning work for clients. This in-office role collaborates with Financial Advisors, performs forecasting, plan preparation, review for accuracy, and helps manage client meetings and follow-up.

The ideal candidate brings strong financial planning knowledge, exceptional attention to detail, and the ability to review complex information for

Qualifications

• Bachelor's degree required; CFP certification in future is a plus.
• Experience in financial planning, wealth management, or paraplanning preferred.
• Experience with financial planning software and forecasts desired.

Responsibilities

• Support preparation and development of comprehensive financial plans and forecasts.
• Review planning data for completeness and accuracy before client delivery.
• Assist with planning projects and analyses as directed by the team.
• Support Financial Advisors and planning team in client meetings and follow-up.
• Document needs, decisions, and action items from client meetings; ensure follow-through.
• Help improve planning processes and quality control across workflows.

Skills

Analytical thinking

Attention to detail

Communication

Organization

Client service

Team support

Education

Bachelor's degree

Tools

Ameriprise systems

Job description

Paragon Wealth Advisors in Seattle, WA is seeking an experienced Financial Planning Specialist to support the planning team and deliver high-quality planning work for clients. This in-office role collaborates with Financial Advisors, performs forecasting, plan preparation, review for accuracy, and helps manage client meetings and follow-up.

The ideal candidate brings strong financial planning knowledge, exceptional attention to detail, and the ability to review complex information for