Remote CFP Paraplanner: Build Plans for UHNW Families

Wedmont Private Capital; United States; A distancia; USD 60.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work within continental US

Competitive salary and bonus

Descripción de la vacante

Wedmont Private Capital is hiring a paraplanner for an entry-level role ideal for a new CFP or someone studying for the CFP exam. This fully remote position supports the firm's planning-centric approach and serves high-net-worth clients within a mission-oriented, flat-fee platform.

You will build financial plans, collaborate with advisors, and deepen your knowledge across investments, tax, and risk management while adhering to regulations. Salary is $60k-$70k with bonus potential.

Formación

• Preference for CFP exam passed or currently studying
• Excellent written and verbal communication
• Ability to analyze financial information and comply with regulations
• High ethics with a customer-oriented attitude
• Ability to foster long-term client relationships
• Proficient with financial planning software and CRM tools

Responsabilidades

• Build financial plans for current and prospective clients
• Create materials and presentations for client meetings
• Analyze clients' financial situations (balance sheets, income, expenses)
• Identify opportunities in investments, tax, risk management, etc.
• Maintain updated knowledge of industry regulations and best practices

Conocimientos

CFP exam passed

Communication skills

Financial analysis

Regulatory compliance

Ethical client service

Relationship building

Tech savvy with CRM

Educación

CFP exam in progress

Herramientas

Financial planning software

CRM systems

Descripción del empleo

Wedmont Private Capital is hiring a paraplanner for an entry-level role ideal for a new CFP or someone studying for the CFP exam. This fully remote position supports the firm's planning-centric approach and serves high-net-worth clients within a mission-oriented, flat-fee platform.

You will build financial plans, collaborate with advisors, and deepen your knowledge across investments, tax, and risk management while adhering to regulations. Salary is $60k-$70k with bonus potential.