Paraplanner

JCW Group; Seattle (WA); On-site; USD 65,000 - 90,000; Full time

Job summary

JCW Group in Seattle is seeking a Paraplanner to support its growing financial planning practice and advisory team. This role blends technical planning with client service and operations, providing hands-on exposure and a clear path toward becoming a Financial Planner.

You will build plans in eMoney, model scenarios, support equity compensation planning, prepare client materials, and manage accounts at Schwab, CRM workflows, and routine client requests.

Qualifications

• 1–2 years of experience in financial planning or wealth management.
• CFP certification in progress or clear intention to pursue it.
• Strong analytical skills and attention to detail.
• Ability to independently manage responsibilities, track outstanding items, and follow through.
• Comfort balancing technical planning and analysis with client service and operational responsibilities.
• Strong written and verbal communication skills.
• Genuine interest in building a long-term career in financial planning.

Responsibilities

• Build and maintain client financial plans in eMoney, including data gathering and plan accuracy.
• Prepare scenario modeling across retirement, cash flow, education funding, insurance, and risk.
• Support planning around equity compensation, concentrated stock, RSUs and options, and liquidity events.
• Prepare client meeting materials and manage post-meeting notes and actions.
• Research financial planning questions with clear, well-sourced findings.
• Open and maintain client accounts at Schwab, including paperwork and transfers.
• Handle day-to-day client service requests, including distributions and account inquiries.
• Maintain accurate client records, tasks, and workflows within the CRM.
• Prepare client reports and support quarterly reporting cycles.

Skills

Financial planning

Wealth management

Analytical skills

Communication skills

Attention to detail

Client service

Time management

Education

CFP certification in progress

Tools

eMoney

Schwab

CRM

Job description

Our client, a growing Registered Investment Advisor (RIA) in Seattle is seeking a Paraplanner to support their financial planning practice and advisory team. This role combines technical financial planning with client service and operations, offering hands‑on exposure to sophisticated planning needs and a clear path toward becoming a Financial Planner.

What You’ll Do

• Build and maintain client financial plans in eMoney, including data gathering, account connections, and ongoing plan accuracy
• Prepare scenario modeling across retirement, cash flow, education funding, insurance, and risk
• Support planning around equity compensation, concentrated stock, RSUs and options, and liquidity events
• Prepare client meeting materials and agendas and manage post‑meeting notes and action items
• Research financial planning questions and provide clear, well‑sourced findings
• Open and maintain client accounts at Schwab, including paperwork, transfers, and registration changes
• Handle day‑to‑day client service requests, including distributions, document requests, and account inquiries
• Maintain accurate client records, tasks, and workflows within the CRM
• Prepare client reports and support quarterly reporting cycles

What We’re Looking For

• 1–2 years of experience in financial planning or wealth management
• CFP certification in progress or a clear intention to pursue it strongly preferred
• Strong analytical skills and attention to detail
• Ability to independently manage responsibilities, track outstanding items, and follow through
• Comfort balancing technical planning and analysis with client service and operational responsibilities
• Strong written and verbal communication skills
• Genuine interest in building a long‑term career in financial planning