Paraplanner (Columbus, Ohio)

FPA of Charlotte; Columbus (OH); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

401k with matching & profit-sharing

Health Insurance and disability 보험

Tuition reimbursement

Bonus opportunities

Hybrid work schedule

Paid holidays, vacation and sick days

Job summary

Gianola Financial Planning in Columbus, Ohio, is seeking a Paraplanner to support the Financial Planner with data entry, meeting prep, and client follow-up. This salaried role offers hybrid/remote flexibility, training, and mentorship, with no sales or AUM requirements.

The ideal candidate will have a 4-year degree, 1–3 years in financial planning, and strong communication skills. Benefits include health insurance, 401k matching, tuition reimbursement, and bonus opportunities.

Qualifications

• Bachelor’s Degree
• 1-3 years of experience in the financial planning industry preferred
• FPQP® or Series 65 license preferred
• Strong verbal and written communication skills
• Proficiency with Microsoft Office products
• Experience with Schwab, Advisor Engine, eMoney, Holistiplan, Hubly, ProConnect Tax preferred

Responsibilities

• Under the supervision of a Financial Planner, gather and maintain client data
• Prepare for client meetings and follow up on action items
• Update and model client information in financial planning software
• Generate financial planning reports as appropriate
• Complete trades and money movement in client portfolios
• Enter data in tax software
• Answer client inquiries as appropriate
• Research financial planning topics as needed
• Assist with other projects within the firm to improve service and efficiency

Skills

Strong communication

Attention to detail

Customer service

Microsoft Office

Education

Bachelor’s Degree

Tools

Schwab

Advisor Engine

eMoney

Holistiplan

Hubly

ProConnect Tax

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Paraplanner (Columbus, Ohio)

Gianola Financial Planning

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Details

Posted: 30-Jul-26

Location: Columbus, Ohio

Type: Full Time

Salary: $45,000 - $60,000

Categories

Wealth Management

Sector

Wealth Management

Salary Details

• Salary based on experience ($45,000 - $60,000)
• 401k with matching & profit-sharing
• Health Insurance and disability insurance
• Tuition reimbursement
• Bonus opportunities
• Hybrid work schedule
• Paid holidays, vacation and sick days

Required Education

4 Year Degree

Additional Information

Hybrid/Remote is allowed.

Position Summary

The ideal candidate for this position possesses high attention to detail, strong written communication, and effective time management, combined with strong interpersonal skills and a collaborative mindset.

This position is suitable for a candidate who enjoys conducting technical research and analyzing client data behind the scenes rather than leading client relationships.

In this role, you will support the Financial Planner with data entry, meeting preparation and client follow-up. You will develop expertise in financial planning software and firm processes. We provide training and mentorship to ensure success.

This is a salaried position with no sales, commissions or gathering assets under management.

Essential Duties And Responsibilities

• Under the supervision of a Financial Planner, you will:
• Gather and maintain client data
• Prepare for client meetings and follow up on action items
• Update and model client information in financial planning software
• Generate financial planning reports as appropriate
• Complete trades and money movement in client portfolios
• Enter data in tax software
• Answer client inquiries as appropriate
• Research financial planning topics as needed
• Assist with other projects within the firm to improve service and efficiency.

Desired Skills And Experience

• Bachelor’s Degree
• 1-3 years of experience in the financial planning industry preferred
• Financial Paraplanner Qualified Professional (FPQP®) or Series 65 license preferred
• Strong verbal and written communication skills
• Demonstrated diligent attention to detail
• A desire for customer service excellence
• Proficiency with Microsoft Office products
• Experience with Schwab, Advisor Engine, eMoney, Holistiplan, Hubly, ProConnect Tax preferred