Paraplanner

Advisor Group; Morgantown (WV); On-site; USD 40,000 - 55,000; Full time

Job summary

Osaic is seeking a Paraplanner in Morgantown, WV to support Financial Advisors by preparing financial plans, conducting planning and investment analyses, and coordinating implementation activities. You will ensure accurate data, well-prepared planning recommendations, and timely follow-up to enhance the client experience.

The role requires 2+ years in wealth management or related fields, strong Excel skills, and experience with financial planning tools like eMoney.

Qualifications

• 2+ years of experience in wealth management, financial planning, banking, accounting, or financial services.
• Knowledge of financial planning concepts, investment products, retirement planning, and wealth management strategies.
• Strong analytical and problem-solving skills.
• Advanced proficiency in Microsoft Excel and other Microsoft Office applications.
• Experience with financial planning software, with eMoney experience preferred.
• Exceptional attention to detail and organizational skills.
• Demonstrated commitment to delivering an outstanding client experience.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Gather, organize, and maintain client financial information and documentation.
• Prepare retirement, insurance, education, estate, and cash flow analyses using financial planning software.
• Assist in the development of comprehensive financial plans and investment recommendations for advisor review.
• Prepare financial planning reports, presentations, and meeting materials.
• Analyze client information and identify planning opportunities, data gaps, and items requiring advisor review.
• Conduct research on planning strategies, investment products, retirement planning solutions, and risk management concepts.
• Support implementation of approved planning recommendations and monitor completion of action items.
• Prepare account summaries, portfolio reviews, and financial planning updates for client meetings.
• Attend client meetings as needed and document follow-up items.
• Maintain accurate records and documentation in accordance with firm policies and compliance requirements.
• Collaborate with advisors, operations personnel, and external providers to help ensure a seamless client experience.

Skills

Analytical skills

Problem-solving

Attention to detail

Multitasking

Education

Bachelor’s degree preferred

High school diploma or equivalent required

Tools

Microsoft Excel

Microsoft Office

eMoney

Job description

Paraplanner

Location(s): 35 Cherry Hill Rd., Morgantown, WV 26508

Role Type: Full-time

Salary: $40,000 - $55,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary:

The Paraplanner supports Financial Advisors by preparing financial plans, conducting planning and investment analysis, and coordinating implementation activities. This role plays a key part in delivering an exceptional client experience by ensuring accurate financial data, well-prepared planning recommendations, and timely follow-up on client needs. The Paraplanner works closely with advisors and operations staff to support the financial planning process from data gathering through implementation.

Responsibilities:

• Gather, organize, and maintain client financial information and documentation.

• Prepare retirement, insurance, education, estate, and cash flow analyses using financial planning software.

• Assist in the development of comprehensive financial plans and investment recommendations for advisor review.

• Prepare financial planning reports, presentations, and meeting materials.

• Analyze client information and identify planning opportunities, data gaps, and items requiring advisor review.

• Conduct research on planning strategies, investment products, retirement planning solutions, and risk management concepts.

• Support implementation of approved planning recommendations and monitor completion of action items.

• Prepare account summaries, portfolio reviews, and financial planning updates for client meetings.

• Attend client meetings as needed and document follow-up items.

• Maintain accurate records and documentation in accordance with firm policies and compliance requirements.

• Collaborate with advisors, operations personnel, and external providers to help ensure a seamless client experience.

Education Requirements:

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• 2+ years of experience in wealth management, financial planning, banking, accounting, or financial services.

• Knowledge of financial planning concepts, investment products, retirement planning, and wealth management strategies.

• Strong analytical and problem-solving skills.

• Advanced proficiency in Microsoft Excel and other Microsoft Office applications.

• Experience with financial planning software, with eMoney experience preferred.

• Exceptional attention to detail and organizational skills.

• Demonstrated commitment to delivering an outstanding client experience.

• Ability to manage multiple priorities in a fast-paced environment.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.