Paraplanner to Associate Advisor - Client-Facing Growth

CMC Recruiting; Coral Gables (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Our client is a wealth management firm seeking a Paraplanner / Associate Financial Advisor to join a growing team. The role emphasizes developing into a client-facing advisor and participating in client meetings as a second-chair.

You will work closely with experienced advisors to prepare financial plans, analyze client data, and ensure recommendations are carried through to completion, with mentorship and a clear path toward becoming a Lead Advisor.

Qualifications

• 2–5 years of experience in financial planning, wealth management, or an RIA environment.
• Experience as a Paraplanner, Associate Advisor, Financial Planning Analyst, Client Service Advisor, or similar role.
• Strong understanding of core financial planning and investment concepts.
• Experience with financial planning software such as eMoney, MoneyGuidePro, or similar.

Responsibilities

• Work directly with advisors to prepare and update comprehensive financial plans
• Gather and analyze client information including assets, liabilities, income, expenses, insurance, taxes, and estate planning documents
• Build financial planning scenarios and help identify opportunities and recommendations
• Review CRM and planning data before meetings and help prepare agendas and client materials
• Participate in client meetings as a second-chair, taking thoughtful notes and contributing to conversations as appropriate
• Gradually present portions of financial plans and recommendations during client meetings
• Translate meetings into clear action items, CRM updates, implementation steps, and follow-up
• Maintain accurate client records and ensure planning items don't fall through the cracks
• Work closely with advisors on ongoing client service and planning needs
• Build client relationships and gradually take ownership of less-complex client relationships

Skills

Wealth management

Financial planning

Client relationships

Detail-oriented

Bilingual English/Spanish

Education

Series 7 license

Series 63 license

CFP designation or in progress

Tools

eMoney

MoneyGuidePro

Job description

Our client is a wealth management firm seeking a Paraplanner / Associate Financial Advisor to join a growing team. The role emphasizes developing into a client-facing advisor and participating in client meetings as a second-chair.

You will work closely with experienced advisors to prepare financial plans, analyze client data, and ensure recommendations are carried through to completion, with mentorship and a clear path toward becoming a Lead Advisor.