Paraplanner

Claire Myers Consulting; Coral Gables (FL); On-site; USD 75,000 - 80,000; Full time

Job summary

Our client, a wealth management firm, seeks a Paraplanner / Associate Advisor to support advisors and grow into a client-facing role. The role focuses on preparing financial plans, data gathering, and guiding clients through recommendations, with ongoing mentorship toward Lead Advisor.

Ideal candidates have 2–5 years in financial planning, Series 7/63, and CFP pursuit; bilingual English/Spanish is preferred. Florida-based in Coral Gables; compensation is competitive with a strong career path.

Qualifications

• 2–5 years of experience in financial planning or wealth management.
• Experience as paraplanner or associate advisor or similar role.
• Familiarity with core financial planning concepts and investment concepts.

Responsibilities

• Prepare and update comprehensive financial plans with advisors.
• Gather and analyze client information (assets, liabilities, income, expenses, insurance, taxes, estate planning).
• Build planning scenarios to identify opportunities and recommendations.
• Review CRM and planning data before meetings and prepare agendas.
• Participate in client meetings as second-chair and take notes.
• Gradually present portions of plans and recommendations during meetings.
• Translate meetings into action items, CRM updates, and implementation steps.
• Maintain accurate client records and ensure items are followed through.
• Collaborate with advisors on ongoing service and planning needs.
• Develop relationships and take ownership of less complex client relationships.

Skills

Communication skills

Bilingual English/Spanish

Relationship building

Attention to detail

Education

Series 7 & 63 licenses

CFP designation or pursuing CFP

Tools

eMoney

MoneyGuidePro

CRM software

Job description

Compensation: $75,000-80,000 Base

About the Opportunity:

Our client is a highly regarded wealth management firm known for its thoughtful approach to financial planning and deep, long-term client relationships. They are looking for a Paraplanner / Associate Advisor to join their growing team.

This is not a traditional back-office paraplanner position. The ideal person is technically strong and highly detail-oriented but also enjoys working with people and wants to develop into a client-facing financial advisor over time.

You will work closely with experienced advisors, helping prepare financial plans, identify planning opportunities, prepare for client meetings, and ensure recommendations are carried through to completion. You will also have the opportunity to sit in on client meetings, develop relationships, and gradually take on greater responsibility.

For someone looking to build a long-term career in wealth management, this role offers significant mentorship and a clear path toward becoming a Lead Advisor. That progression is specifically part of the firm's vision for the position.

What You’ll Do:

• Work directly with advisors to prepare and update comprehensive financial plans
• Gather and analyze client information including assets, liabilities, income, expenses, insurance, taxes, and estate planning documents
• Build financial planning scenarios and help identify opportunities and recommendations
• Review CRM and planning data before meetings and help prepare agendas and client materials
• Participate in client meetings as a second-chair, taking thoughtful notes and contributing to conversations as appropriate
• Gradually present portions of financial plans and recommendations during client meetings
• Translate meetings into clear action items, CRM updates, implementation steps, and follow-up
• Maintain accurate client records and ensure planning items don't fall through the cracks
• Work closely with advisors on ongoing client service and planning needs
• Build client relationships and gradually take ownership of less-complex client relationships

These responsibilities closely reflect the firm's expectation that the person own the process from planning and meeting preparation through client meetings and execution.

What We’re Looking For:

• Approximately 2-5 years of experience in financial planning, wealth management, or an RIA environment
• Experience as a Paraplanner, Associate Advisor, Financial Planning Analyst, Client Service Advisor, or similar role
• Strong understanding of core financial planning and investment concepts
• Experience with financial planning software such as eMoney, MoneyGuidePro, or similar
• Series 7 & 63 licenses
• CFP® designation or actively working toward the CFP® is strongly preferred
• Highly organized and detail-oriented with strong follow-through
• Comfortable interacting with affluent and high-net-worth clients
• Strong verbal and written communication skills
• Curious and able to identify issues or opportunities rather than simply completing assigned tasks
• Coachable, humble, accountable, and eager to learn
• Interested in mentorship and growing into greater client-facing responsibility
• Bilingual in English and Spanish preferred