Remote Paraplanner: Expert Financial Plans (eMoney Pro)

Simply Paraplanner; United States; Remote; USD 41,000 - 48,000; Part time

Job summary

Simply Paraplanner is seeking a Part-Time Virtual Financial Planning Associate (Paraplanner) to support a financial advisor with building, maintaining, and analyzing comprehensive financial plans using eMoney Pro.

The ideal candidate will independently run retirement analyses, Monte Carlo simulations, and generate advisor-ready reports, with strong attention to detail and virtual collaboration.

Remote, 10-15 hours per week, compensation $30-$35/hr, reporting to Lead Financial Advisor.

Qualifications

• Moderate to advanced proficiency with eMoney Pro.
• Experience building comprehensive financial and retirement plans.
• Ability to independently perform and interpret Monte Carlo analyses.
• Strong understanding of retirement planning fundamentals.
• Excellent analytical and problem-solving skills.
• Exceptional attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to work independently in a virtual environment.

Responsibilities

• Build and maintain comprehensive financial plans using eMoney Pro.
• Enter, validate, and update client financial information.
• Ensure planning assumptions and data are accurate and current.
• Develop retirement income projections and retirement readiness analyses.
• Evaluate distribution strategies and long-term sustainability of retirement assets.
• Analyze the impact of various retirement planning scenarios.
• Run and interpret Monte Carlo simulations.
• Evaluate probability of retirement plan success.
• Identify risks, opportunities, and planning recommendations for advisor review.
• Develop detailed cash flow projections.
• Model alternative retirement dates, Social Security strategies, major purchases, and other what-if scenarios.
• Prepare comparisons of planning alternatives and outcomes.
• Organize and update client financial data.
• Prepare planning reports, presentation materials, and meeting summaries.
• Assist with follow-up items and plan updates after client meetings.
• The successful candidate must generate and interpret Retirement Planning Reports, Monte Carlo Analysis Reports, Cash Flow Reports, Net Worth Statements, Fact Summary Reports, Income Tax Analysis Reports, Estate Planning Summaries, and Goal Analysis & Scenario Comparison Reports.

Skills

Analytical thinking

Independent work

Communication

Education

Bachelor’s degree in Finance, Financial Planning, Accounting, Economics, or related field

CFP®, ChFC®, EA, progress toward designation

Tools

eMoney Pro

Job description

Simply Paraplanner is seeking a Part-Time Virtual Financial Planning Associate (Paraplanner) to support a financial advisor with building, maintaining, and analyzing comprehensive financial plans using eMoney Pro.

The ideal candidate will independently run retirement analyses, Monte Carlo simulations, and generate advisor-ready reports, with strong attention to detail and virtual collaboration.

Remote, 10-15 hours per week, compensation $30-$35/hr, reporting to Lead Financial Advisor.