Paraplanner – Client Engagement & Presentation Support

MAIN Financial Group Wealth Management; Brighton, Northern (MI, KY); Hybrid; USD 43,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

On-site role in Brighton, MI

Job summary

Main Financial Group Wealth Management in Brighton, MI is seeking a Paraplanner to support client engagement and presentation development. You will conduct structured outreach, qualify prospective clients, and build polished PowerPoint materials for advisor meetings.

Join a detail-driven, collaborative team focused on delivering a seamless client experience and growth for the firm.

Qualifications

• 1–3 years of experience in financial planning, sales support, or advisory operations.
• Proficiency in PowerPoint and creating high-quality presentations.
• Basic understanding of financial planning concepts.
• Strong communication skills and attention to detail.

Responsibilities

• Conduct 15-minute introductory calls with inbound leads using a structured script.
• Qualify prospects based on planning needs and alignment with firm services (non-sales role).
• Document call details and next steps in Wealthbox CRM.
• Coordinate with advisors on lead status, follow-ups, and scheduling.
• Prepare customized PowerPoint presentations for client meetings.
• Translate financial data, goals, and insights into clear, client-friendly visuals.
• Maintain consistent branding and formatting standards.
• Collaborate with advisors to align presentations with planning strategies.

Skills

Strong communication

Detail-oriented

Proactive

Teamwork

Tools

PowerPoint

Wealthbox CRM

Job description

Paraplanner – Client Engagement & Presentation Support

Brighton Headquarters – 1127 S Old US Hwy 23, Brighton, MI 48114

About Main Financial Group

Main Financial Group is an independent wealth management firm focused on helping individuals and families preserve and protect their financial legacy. We combine strategy, service, and insight to deliver personalized financial plans aligned with each client’s goals and values. As we continue to grow, we are seeking a proactive, detail-oriented Paraplanner to join our Brighton team.

Role Overview

The Paraplanner plays a key role in supporting new business and enhancing the client experience. This position focuses on two core areas:

• Lead Qualification: Conduct brief, structured calls with prospective clients to assess fit, gather key information, and support onboarding into the planning process
• Presentation Development: Create customized, polished PowerPoint presentations to support advisor-led client meetings

This is a highly collaborative, detail-driven role requiring strong communication skills and a clear understanding of the client journey.

Key Responsibilities

Prospect Discovery & Lead Qualification

• Conduct 15-minute introductory calls with inbound leads using a structured script
• Qualify prospects based on planning needs and alignment with firm services (non-sales role)
• Document call details and next steps in Wealthbox CRM
• Coordinate with advisors on lead status, follow-ups, and scheduling
• Serve as a professional and welcoming first point of contact
• Prepare customized PowerPoint presentations for client meetings
• Translate financial data, goals, and insights into clear, client-friendly visuals
• Maintain consistent branding and formatting standards
• Collaborate with advisors to align presentations with planning strategies

Ideal Candidate

• Strong communicator with a professional, engaging phone presence
• Highly detail-oriented with excellent organizational skills
• Comfortable working with financial data and presenting it clearly
• Proactive, responsive, and able to manage multiple priorities
• Team-oriented with strong time management

Qualifications

Required

• 1–3 years of experience in financial planning, sales support, or advisory operations
• Proficiency in PowerPoint and creating high-quality presentations
• Basic understanding of financial planning concepts
• Strong communication skills and attention to detail

Preferred

• Experience with Wealthbox CRM
• Experience working with financial advisors or in a planning-focused firm

Why Join Us?

• Salary: $50,000 (negotiable based on experience)
• Employer-contributed health insurance plus optional dental and vision (waiting period applies)
• Supportive, high-accountability team environment
• Career development with access to industry tools and training
• On-site role in our Brighton, MI headquarters
• Opportunity to directly impact client experience and firm growth