Para Planner

W3Global; Lebanon (Lebanon County); On-site; USD 55,000 - 85,000; Full time

Job summary

W3Global is seeking a motivated Para Planner to join our growing advisory team to support lead advisors in developing comprehensive financial plans across retirement, tax, estate, and investments.

You will gather client information, analyze net worth and cash flow, and prepare planning deliverables using platforms such as eMoney or MoneyGuidePro. The role offers professional development and a clear path to career advancement within wealth management.

Qualifications

• Active securities licenses (Series 65/66) or CFP designation preferred.
• 2+ years in financial planning or wealth management.
• Proficiency with planning software and CRM platforms.
• Interest in adopting new technology and fintech tools.
• Ability to work independently and with advisors as a team.

Responsibilities

• Support lead advisors in preparing comprehensive financial plans across retirement, tax, estate, and investments.
• Gather client information, analyze net worth, cash flow, and insurance/investment needs.
• Prepare and maintain planning deliverables using eMoney or MoneyGuidePro.
• Create meeting agendas, summaries, and action items for clients.
• Assist with onboarding by organizing documents and entering data into CRM.
• Monitor portfolios and flag items needing advisor attention.
• Respond promptly and professionally to client inquiries.
• Collaborate with advisory and operations teams for a seamless client experience.
• Stay current on planning strategies, tax changes, and industry developments.

Skills

Series 65

Series 66

CFP designation or equivalent

Financial planning experience

CRM platforms

Financial planning software

Analytical skills

Written and verbal communication

Team-oriented attitude

Tools

eMoney

MoneyGuidePro

CRM software

Job description

The Opportunity

We are seeking a motivated and detail-oriented Para Planner to join our growing advisory team. This is an excellent opportunity for a financial planning professional who wants to strengthen their skills, work alongside experienced advisors, and build a long-term career in wealth management.

As the firm continues to grow, this position offers a clear opportunity for professional development and career advancement.

What You'll Do

• Support lead advisors in preparing comprehensive financial plans covering retirement, tax, estate, insurance, and investment strategies.
• Conduct client research and gather financial information, including net worth analysis, cash flow modeling, and insurance/investment reviews.
• Prepare and maintain financial planning deliverables using platforms such as eMoney, MoneyGuidePro, or similar software.
• Prepare meeting agendas, summaries, and follow-up action items for client review meetings.
• Assist with client onboarding by collecting and organizing documents, entering information into the CRM, and coordinating account paperwork.
• Monitor client portfolios and identify items requiring advisor attention.
• Respond to client inquiries in a timely, professional, and personable manner.
• Collaborate with advisory and operations teams to provide a seamless client experience.
• Stay current on financial planning strategies, tax law changes, and industry developments.

What We're Looking For

Required Qualifications

• Active securities or financial planning license, such as Series 65, Series 66, CFP®, or equivalent.
• 2+ years of experience in financial planning, wealth management, or a related advisory role.
• Proficiency with financial planning software and CRM platforms.
• Strong interest in learning and adopting new technology, including planning tools, client communication platforms, and fintech solutions.
• Ability to work independently while also collaborating effectively with advisors and team members.
• Strong analytical skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Positive, team-oriented attitude with a genuine interest in helping clients.

Preferred Qualifications

• CFP® designation or currently pursuing the designation.
• Experience working with high-net-worth (HNW) or ultra-high-net-worth (UHNW) clients.
• Familiarity with RIA operations and compliance.