Remote Paraplanner for Path to Financial Planner

SLP Wealth LLC; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

A growing financial planning practice is seeking a dedicated remote Paraplanner to assist in managing client financial operations and support planners. The role requires a Series 65 or 66 License, understanding of retirement accounts, and the ability to work during business hours. A commitment to a long-term career in financial planning is desired. Join a team that helps high-income professionals optimize their investment situations and reduce financial stress.

Qualifications

• Demonstrated understanding of retirement accounts and their tax implications.
• Availability Monday-Friday during standard business hours.
• Access to a reliable computer and stable internet connection.

Responsibilities

• Assist in managing financial planner’s inbox with email support.
• Help with organizing the task management system, Canopy.
• Working with clients on financial document requests.
• Manage opening and closing of investment and retirement accounts.
• Audit investment accounts and generate reports.
• Engage directly with clients and collaborate with planners.

Skills

Understanding of retirement accounts

Ability to make trades

Organizational skills

Attention to detail

Education

Series 65 or 66 License

Job description

A growing financial planning practice is seeking a dedicated remote Paraplanner to assist in managing client financial operations and support planners. The role requires a Series 65 or 66 License, understanding of retirement accounts, and the ability to work during business hours. A commitment to a long-term career in financial planning is desired. Join a team that helps high-income professionals optimize their investment situations and reduce financial stress.