Paraplanner – Front‑End Wealth Planning Analyst

Foundations Investment Advisors, LLC; United States; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision, life, and LTD

401(k) with company match

PTO and holidays

Job summary

Foundations Investment Advisors, LLC is seeking an early-career analyst to turn clients' financial statements into complete case files for presentation by the advisory team. You will collect holdings, allocations, and income bases, reconcile data, and run analyses across Morningstar, Kwanti, Income Lab, and Nitrogen, supporting the planning process from intake to presentation.

Applicants should bring experience in financial services or wealth management, solid knowledge of asset allocation and

Qualifications

• Financial services experience or working knowledge of investments, retirement planning, insurance, annuities, or wealth management.
• Fluency with asset allocation, risk, performance, account types, and retirement income concepts.
• A demonstrated record of accurate, detailed work with multiple items in progress.
• Comfort working across several software platforms and learning new ones quickly.

Responsibilities

• Read client financial statements, investment accounts, insurance and annuity documents, and extract holdings, allocation, account types, cost basis, fees, contract values, riders, surrender schedules, and income bases.
• Organize and enter data consistently across our systems, and reconcile it when sources disagree.
• Run investment, risk, retirement income, and portfolio analysis in Morningstar, Kwanti, Income Lab, and Nitrogen, plus our proprietary planning tools.
• Build the reports, illustrations, and current-versus-proposed comparisons that advisors and the planning team present.
• Flag incomplete cases at intake with a specific request, not a vague one, and keep each case moving from information gathering through analysis to presentation.
• Learn our internal methodology. We train the platforms and the process; we don't expect you to arrive knowing them.

Skills

Asset allocation

Risk concepts

Retirement planning

Attention to detail

Tools

Morningstar

Kwanti

Income Lab

Nitrogen

Job description

Foundations Investment Advisors, LLC is seeking an early-career analyst to turn clients' financial statements into complete case files for presentation by the advisory team. You will collect holdings, allocations, and income bases, reconcile data, and run analyses across Morningstar, Kwanti, Income Lab, and Nitrogen, supporting the planning process from intake to presentation.

Applicants should bring experience in financial services or wealth management, solid knowledge of asset allocation and