Remote Paraplanner - Path to Lead Planner (CFP-ready)

Chesapeake Financial Planners; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

100% remote

Mentorship

CFP coursework reimbursement

Job summary

Chesapeake Financial Planners is seeking a Paraplanner for a fully remote role aligned to Eastern Time. You will work directly with firm owners—a CFP® professional and a CPA—to prepare detailed, personalized financial plans that help clients make confident decisions about their future.

This behind-the-scenes position offers growth potential as you prepare plans, attend client meetings, and collaborate with a forward-thinking team that values precision, curiosity, and continuous improvement.

Qualifications

• 1–2 years of experience in financial planning, wealth management, or a related field.
• Degree in business, finance, economics, accounting, or similar field—or relevant experience in place of a degree.
• Detail-oriented, tech-savvy, eager to learn.

Responsibilities

• Support data gathering through PreciseFP and maintain client records in Salesforce.
• Analyze financial data, cash flow, investments, insurance, and retirement scenarios.
• Create clear, client-ready deliverables and reports.
• Attend client meetings (virtually) to observe and, over time, explain components of plans.
• Review Jump AI Notetaker meeting transcripts to help ensure accurate plan follow-ups.
• Collaborate with CFP® and CPA to refine recommendations and planning strategies.

Skills

Detail-oriented

Tech-savvy

Eager to learn

Independent remote worker

Education

Bachelor's degree in business/finance/economics/accounting or equivalent

Tools

PreciseFP

Salesforce

Jump AI

RightCapital

Job description

Chesapeake Financial Planners is seeking a Paraplanner for a fully remote role aligned to Eastern Time. You will work directly with firm owners—a CFP® professional and a CPA—to prepare detailed, personalized financial plans that help clients make confident decisions about their future.

This behind-the-scenes position offers growth potential as you prepare plans, attend client meetings, and collaborate with a forward-thinking team that values precision, curiosity, and continuous improvement.