Paraplanner

Waller & Wax Advisors Inc.; Tampa (FL); On-site; USD 65,000 - 85,000; Full time

Job summary

Waller & Wax Advisors Inc. in Tampa, FL is seeking a Paraplanner / Wealth Planning Associate to join our team.

This role supports the financial planning process by organizing and analyzing client information, preparing planning recommendations, and maintaining accurate data to help advisors deliver high-quality planning experiences. You will work closely with financial advisors and relationship managers to develop, prepare, and implement comprehensive financial plans, with opportunities for

Qualifications

• Bachelor's degree in financial planning, finance, economics, accounting, business, or a related field.
• 3+ years of experience in financial planning, wealth management, investment services, or a related financial services role preferred.
• Knowledge of financial planning concepts, including retirement planning, investments, taxation, estate planning, and cash-flow analysis.
• Strong analytical and problem-solving skills.
• Exceptional attention to detail and commitment to accuracy.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Comfort learning across multiple technology platforms.
• Ability to handle confidential client information with professionalism and discretion.
• Series 7 and 66 licenses.

Responsibilities

• Assist advisors in preparing comprehensive financial plans and client recommendations.
• Gather, organize, and analyze client financial information, including assets, liabilities, income, expenses, insurance, estate planning information, and retirement benefits.
• Prepare retirement, cash flow, tax-planning, education, insurance, and estate-planning analyses.
• Assist with scenario modeling and evaluate alternative planning strategies.
• Update financial plans as client circumstances, goals, or assumptions change.
• Identify missing information, planning opportunities, and areas requiring additional advisor review.
• Assist with tax-planning analysis and coordination using financial planning technology.
• Maintain accurate client data across financial planning and CRM systems.
• Prepare financial planning materials, reports, presentations, and supporting documentation for client meetings.
• Review client information prior to meetings to identify outstanding items or planning opportunities.
• Partner with advisors and relationship managers to ensure meetings are thoroughly prepared.
• Document planning recommendations and assist with post-meeting follow-up.
• Track planning-related action items through completion.
• Help ensure client records and planning information remain current and complete.
• Serve as a planning resource for advisors and other members of the client service team.
• Research financial planning questions and strategies as requested by advisors.
• Assist with implementation and follow-through on approved financial planning recommendations.
• Coordinate with clients’ outside professionals, including CPAs and estate planning attorneys, when appropriate.
• Participate in client meetings as experience and responsibilities grow.
• Help create consistent, proactive, and high-quality planning experience for clients.

Skills

Analytical thinking

Detail-oriented

Time management

Communication skills

Tech proficiency

Multiplatform learning

Education

Bachelor's degree in financial planning, finance, economics, accounting, business, or a related field

Tools

Redtail CRM

Holistiplan

Jump

Raymond James technology

Job description

Founded in 1984, Waller & Wax Advisors is an established independent wealth management practice serving individuals and families through comprehensive financial planning, investment management, and highly personalized client service.

We are seeking a detail-oriented, analytical, and motivated Paraplanner / Wealth Planning Associate to join our team. This position will work closely with our financial advisors and relationship management team to support the development, preparation, and implementation of comprehensive financial plans.

This is an excellent opportunity for someone who enjoys the technical side of financial planning, takes pride in accuracy and organization, and wants to build a long-term career in wealth management. For the right individual, the role offers the opportunity to expand responsibilities and grow within the practice.

JOB SUMMARY

The Paraplanner / Wealth Planning Associate supports the financial planning process by organizing and analyzing client information, preparing planning recommendations and meeting materials, maintaining accurate data, and helping advisors follow through on planning-related action items. This role works closely with advisors and relationship managers to deliver consistent, proactive, and high-quality planning experience for clients.

KEY RESPONSIBILITIES

• Assist advisors in preparing comprehensive financial plans and client recommendations.
• Gather, organize, and analyze client financial information, including assets, liabilities, income, expenses, insurance, estate planning information, and retirement benefits.
• Prepare retirement, cash flow, tax-planning, education, insurance, and estate-planning analyses.
• Assist with scenario modeling and evaluate alternative planning strategies.
• Update financial plans as client circumstances, goals, or assumptions change.
• Identify missing information, planning opportunities, and areas requiring additional advisor review.
• Assist with tax-planning analysis and coordination using financial planning technology.
• Maintain accurate client data across financial planning and CRM systems.

Client Meeting Preparation & Follow-Up

• Prepare financial planning materials, reports, presentations, and supporting documentation for client meetings.
• Review client information prior to meetings to identify outstanding items or planning opportunities.
• Partner with advisors and relationship managers to ensure meetings are thoroughly prepared.
• Document planning recommendations and assist with post-meeting follow-up.
• Track planning-related action items through completion.
• Help ensure client records and planning information remain current and complete.
• Serve as a planning resource for advisors and other members of the client service team.
• Research financial planning questions and strategies as requested by advisors.
• Assist with implementation and follow-through on approved financial planning recommendations.
• Coordinate with clients’ outside professionals, including CPAs and estate planning attorneys, when appropriate.
• Participate in client meetings as experience and responsibilities grow.
• Help create consistent, proactive, and high-quality planning experience for clients.

Technology & Process Management

• Maintain accurate client data across financial planning and CRM systems.
• Use financial planning technology to support analysis, recommendations, and client presentations.
• Follow established workflows and help keep planning-related tasks moving through completion.
• Work across Redtail CRM, Holistiplan, Jump, and Raymond James technology.

QUALIFICATIONS

• Bachelor's degree in financial planning, finance, economics, accounting, business, or a related field.
• 3+ years of experience in financial planning, wealth management, investment services, or a related financial services role preferred.
• Knowledge of financial planning concepts, including retirement planning, investments, taxation, insurance, estate planning, and cash-flow analysis.
• Strong analytical and problem-solving skills.
• Exceptional attention to detail and commitment to accuracy.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Comfort learning and working across multiple technology platforms.
• Ability to handle confidential client information with professionalism and discretion.
• Series 7 and 66 licenses.

Experience with financial planning and wealth-management technology is a plus. Our team uses platforms including Redtail CRM, Holistiplan, Jump, and Raymond James technology.

PROFESSIONAL DEVELOPMENT

We value team members who want to continue learning and expanding their capabilities. Depending on experience, licensing, and professional development, this position may provide opportunities to take on greater responsibility within the financial planning and client relationship process over time.

WHO WILL THRIVE HERE

You may be a great fit if you:

• Enjoy digging into the details of a client's financial picture.
• Naturally notice when information is missing or doesn't look right.
• Like turning complex financial information into an organized plan.
• Take ownership of assignments and follow through without needing constant reminders.
• Are comfortable asking questions and researching answers.
• Value collaboration and enjoy being part of a close-knit team.
• Want a career, not simply a job, in wealth management.
• Believe exceptional client service happens through preparation, accuracy, responsiveness, and follow-through.

ABOUT WALLER & WAX ADVISORS

For more than 40 years, Waller & Wax Advisors has helped individuals and families navigate important financial decisions through personalized advice, comprehensive planning, and long-term relationships. Our culture emphasizes teamwork, professionalism, continuous improvement, and doing what is right for our clients. We believe every member of the team plays an important role in delivering exceptional client experience.

If you enjoy the technical side of financial planning and want to grow your career with a collaborative team, we would love to hear from you.