Paraplanner – Insurance & Retirement Solutions

Affinex Capital; Tucson (AZ); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with matching

PTO & company holidays

Job summary

Affinex Capital, located in Tucson, AZ, seeks a Paraplanner to support sales managers and financial advisors by designing cases, researching policies, and constructing comprehensive retirement plans. You’ll turn complex client data into clear risk management and retirement solutions using Retirement Analyzer and related software.

Ideal candidates have a Finance/Business/Economics/Risk Management background, with strong numerical and analytical abilities, plus excellent written and verbal

Qualifications

• Bachelor’s degree required in Finance, Business Administration, Economics, Risk Management, or related field.
• Entry-level candidates encouraged to apply.
• Active Life & Health Insurance license is a plus, but not required (licensing support provided).

Responsibilities

• Design client cases, run policy illustrations, compare products, and project retirement cash-flows.
• Build financial and retirement models using Retirement Analyzer (training provided).
• Gather, audit, and organize client data and policy portfolios across life, disability, LTC, and annuities.
• Draft client materials, coverage summaries, and tailored recommendation decks.
• Attend client case review meetings with Lead Advisors/Managers to log notes and track follow-ups.

Skills

Numerical skills

Analytical thinking

Written & verbal communication

Organizational skills

Ethics & confidentiality

Education

Finance degree

Business Administration

Economics

Risk Management

Tools

Google Workspace

Microsoft Office

Retirement Analyzer

eMoney

Redtail CRM

Salesforce

Job description

Affinex Capital, located in Tucson, AZ, seeks a Paraplanner to support sales managers and financial advisors by designing cases, researching policies, and constructing comprehensive retirement plans. You’ll turn complex client data into clear risk management and retirement solutions using Retirement Analyzer and related software.

Ideal candidates have a Finance/Business/Economics/Risk Management background, with strong numerical and analytical abilities, plus excellent written and verbal