Paraplanner

Simply Paraplanner; United States; Remote; USD 85,000 - 130,000; Full time

Job summary

Hudson House Capital is seeking an experienced Paraplanner to support our advisory team in delivering high-quality financial plans and client-ready analysis. This is a remote role for a senior paraplanner (5+ years’ experience) who can work with minimal oversight across the full planning process.

Location: Remote; candidates based in the United States only. The role emphasizes independent work, meticulous reports, and collaborative budgeting with advisers as the firm grows.

Qualifications

• 5+ years of paraplanning or financial planning support experience.
• Excellent written communication for client-facing materials.
• A detail-oriented, self-directed approach — this is a small, senior team.

Responsibilities

• Prepare comprehensive financial plans, including retirement, tax, estate, and investment analysis.
• Build and maintain client cash flow models and scenario analyses.
• Prepare client-ready reports, meeting materials, and recommendations ahead of adviser reviews.
• Maintain accurate client data across planning and portfolio systems.
• Research planning strategies and stay current on relevant regulatory and tax changes.
• Support ad hoc projects as the firm grows.

Skills

Paraplanning

Financial analysis

Independent work

Job description

Hudson House Capital is looking for an experienced Paraplanner to support our advisory team in delivering high-quality financial plans and client-ready analysis. This is a remote role for a senior paraplanner (5+ years’ experience) who can work with minimal oversight across the full planning process.

Responsibilities:

• Prepare comprehensive financial plans, including retirement, tax, estate, and investment analysis
• Build and maintain client cash flow models and scenario analyses
• Prepare client-ready reports, meeting materials, and recommendations ahead of adviser reviews
• Maintain accurate client data across planning and portfolio systems
• Research planning strategies and stay current on relevant regulatory and tax changes
• Support ad hoc projects as the firm grows

What we’re looking for:

• 5+ years of paraplanning or financial planning support experience
• Strong analytical skills and comfort working independently
• Excellent written communication for client-facing materials
• A detail-oriented, self-directed approach — this is a small, senior team

Location: Remote, but candidates must be based in and authorized to work in the United States.

We are reviewing the applications as they come in and may close the application window once the threshold of qualified applicants is met.

Tagged as: capitect, right capital, schwab, weathbox