Jr. Advisor - Paraplanner

Elite Income Advisors; Free Soil (MI); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Professional development support

Continuing education opportunities

Collaborative environment

Performance bonus opportunities

Job summary

Elite Income Advisors is hiring a paraplanning/financial planning support professional in Michigan. The role supports financial advisors with tailored plans, investment analysis, and retirement planning, ensuring accuracy and regulatory compliance.

You will research investment products, build client reports, and maintain CRM data while pursuing CFP certification within three years. A collaborative, client-focused environment with development opportunities awaits.

Qualifications

• Bachelor’s degree in finance, economics, accounting, or related field.
• Minimum 2 years of paraplanning or financial planning support experience.
• Strong understanding of investment, insurance products, and compliance.
• Proficient in planning software (eMoney, Riskalyze, Morningstar, or similar) and CRM systems.
• Exceptional attention to detail, organizational, and communication skills.
• Ability to obtain CFP designation within the first 3 years of employment.

Responsibilities

• Collaborate with financial advisors to prepare personalized financial plans for clients, including investment strategies, insurance analysis, and retirement planning.
• Research investment products, insurance solutions, estate planning tools, and other financial strategies.
• Create client reports and financial projections using planning software and modeling tools.
• Prepare documentation and reports for client meetings, ensuring accuracy and clarity.
• Maintain compliance with SEC and state insurance regulations.
• Liaise with product providers, custodians, and insurance carriers to gather relevant data.
• Update client information and financial records in CRM and planning systems.
• Track follow-ups and ensure timely plan implementation and documentation.

Skills

Attention to detail

Organizational skills

Communication skills

CFP in progress

Education

Bachelor’s degree in finance/economics/accounting

Tools

eMoney

Riskalyze

Morningstar

CRM systems

Job description

Responsibilities

• Collaborate with financial advisors to prepare personalized financial plans for clients, including investment strategies, insurance analysis, and retirement planning
• Conduct research on investment products, insurance solutions, estate planning tools, and other financial strategies
• Create client reports and financial projections using planning software and modeling tools
• Prepare documentation and reports for client meetings, ensuring accuracy and clarity
• Maintain compliance with SEC and state insurance regulations
• Liaise with product providers, custodians, and insurance carriers to gather relevant data
• Update client information and financial records in CRM and planning systems
• Track follow-ups and ensure timely plan implementation and documentation

Required Qualifications

• Bachelor’s degree in finance, economics, accounting, or a related field preferred
• Minimum of 2 years of experience in a paraplanning or financial planning support role
• Strong understanding of investment and insurance products, financial planning principles, and compliance requirements
• Proficient in financial planning software (e.g., eMoney, Riskalayze, Morningstar, or similar) and CRM systems
• Exceptional attention to detail, organizational, and communication skills
• Ability to obtain your CFP® designation within the first 3 years of your employment

Preferred Qualifications

• CFP® designation
• Experience working in a fee-based or fiduciary financial planning environment
• Familiarity with Maryland-specific insurance and financial regulations
• FINRA Series 65 license
• Maryland Life & Health Insurance Producer License (REQUIRED)
• Competitive salary and benefits package
• Professional development support and continuing education opportunities
• Collaborative and client-focused work environment
• Performance bonus opportunities

About Us

At Elite Income Advisors we provide full operational support, including paperwork processing, compliance management, and office infrastructure, so you can concentrate on what you do best: helping clients achieve their financial goals. At EIA, cold calling does not exist (high net-worth warm leads provided). This is an ideal opportunity for advisors who want to grow their business in a streamlined, supportive environment without the distractions of running an office.