Paraplanner: Wealth Planning & Analysis

Advisor Group; Morgantown (WV); On-site; USD 40,000 - 55,000; Full time

Job summary

Osaic is seeking a Paraplanner in Morgantown, WV to support Financial Advisors by preparing financial plans, conducting planning and investment analyses, and coordinating implementation activities. You will ensure accurate data, well-prepared planning recommendations, and timely follow-up to enhance the client experience.

The role requires 2+ years in wealth management or related fields, strong Excel skills, and experience with financial planning tools like eMoney.

Qualifications

• 2+ years of experience in wealth management, financial planning, banking, accounting, or financial services.
• Knowledge of financial planning concepts, investment products, retirement planning, and wealth management strategies.
• Strong analytical and problem-solving skills.
• Advanced proficiency in Microsoft Excel and other Microsoft Office applications.
• Experience with financial planning software, with eMoney experience preferred.
• Exceptional attention to detail and organizational skills.
• Demonstrated commitment to delivering an outstanding client experience.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Gather, organize, and maintain client financial information and documentation.
• Prepare retirement, insurance, education, estate, and cash flow analyses using financial planning software.
• Assist in the development of comprehensive financial plans and investment recommendations for advisor review.
• Prepare financial planning reports, presentations, and meeting materials.
• Analyze client information and identify planning opportunities, data gaps, and items requiring advisor review.
• Conduct research on planning strategies, investment products, retirement planning solutions, and risk management concepts.
• Support implementation of approved planning recommendations and monitor completion of action items.
• Prepare account summaries, portfolio reviews, and financial planning updates for client meetings.
• Attend client meetings as needed and document follow-up items.
• Maintain accurate records and documentation in accordance with firm policies and compliance requirements.
• Collaborate with advisors, operations personnel, and external providers to help ensure a seamless client experience.

Skills

Analytical skills

Problem-solving

Attention to detail

Multitasking

Education

Bachelor’s degree preferred

High school diploma or equivalent required

Tools

Microsoft Excel

Microsoft Office

eMoney

Job description

Osaic is seeking a Paraplanner in Morgantown, WV to support Financial Advisors by preparing financial plans, conducting planning and investment analyses, and coordinating implementation activities. You will ensure accurate data, well-prepared planning recommendations, and timely follow-up to enhance the client experience.

The role requires 2+ years in wealth management or related fields, strong Excel skills, and experience with financial planning tools like eMoney.