Planning Coordinator

Redwood Financial Network Corp; Apex (NC); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Career development

Team collaboration

Office in Apex, NC

Job summary

Redwood Financial Network Corporation is expanding its Apex team with a Paraplanner role focused on building and updating client financial plans for long-term advisory clients in the Apex, NC area.

You will prepare strategy meeting materials, run projections, and support onboarding and data collection, all while maintaining precise client records in Wealthbox CRM. Ideal candidates have 2+ years in planning and CFP coursework or designation in progress.

Qualifications

• 2+ years of financial planning or wealth management experience.
• Hands-on experience preparing comprehensive financial plans.
• Proficiency in at least one financial planning platform (Right Capital strongly preferred).
• CFP designation or actively in progress.
• High attention to detail, strong written communication, and ability to manage multiple priorities.
• Comfort working in a collaborative team structure with a long-term view.

Responsibilities

• Build and maintain financial plans for clients.
• Prepare client strategy meeting agendas and updated financial data.
• Run retirement projections, Roth conversion analyses, Social Security models, and tax planning scenarios.
• Coordinate new client data gathering and onboarding workflows.
• Track post-meeting action items and follow up with the Client Service Associate.
• Flag beneficiary, insurance, contribution, and RMD items that need attention.
• Maintain accurate records in Wealthbox CRM.

Skills

Financial planning

Wealth management

Attention to detail

Team collaboration

Education

CFP designation or in progress

Tools

Right Capital

Wealthbox CRM

Job description

We built the Apex office to serve the Research Triangle area for the long term. Our Ohio home office has 16 years of history and approximately 300 client households. We are now building the Apex team with the same intentionality, and the Paraplanner is the next critical hire.

This role is for someone who wants to build a career inside a growing advisory practice, not someone looking for a temporary position on the way to starting their own. If that describes you, keep reading.

What You Will Do

• Build and maintain financial plans in Right Capital for clients
• Prepare client strategy meeting agendas and compile updated financial data before each meeting
• Run retirement projections, Roth conversion analyses, Social Security claiming models, and tax planning scenarios
• Coordinate new client data-gathering and onboarding workflows
• Track post-meeting action items and follow through with the Client Service Associate
• Flag beneficiary, insurance, contribution, and RMD items that need attention
• Maintain accurate records in Wealthbox CRM

What We Are Looking For

• 2 or more years of financial planning or wealth management experience
• Hands-on experience preparing comprehensive financial plans
• Proficiency in at least one financial planning platform (Right Capital strongly preferred)
• CFP® designation or actively in progress
• High attention to detail, strong written communication, and ability to manage multiple priorities
• Comfort working in a collaborative team structure with a long-term view

What This Role Offers

• Daily collaboration with Sunwook Jin, CFP®, EA, who will invest in your development
• A defined career path as the Apex team grows toward its full capacity
• Substantive, intellectually engaging work on real client financial plans
• Stable office environment in Apex, NC
• Compensation commensurate with experience and credentials