Senior Paraplanner: Strategic Financial Planning

Desert Financial Wealth Services LLC; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Desert Financial Wealth Services LLC is seeking a Paraplanner in Phoenix to support financial advisors by researching goals, risk profiles, and investment options, and by preparing detailed plans and documents.

You will collaborate across teams, manage client data securely, schedule meetings, and help ensure compliance with industry regulations while delivering accurate, actionable financial planning recommendations.

Qualifications

• 5+ years of Financial Services experience required.
• 3+ years of financial planning, paraplanning, and/or advisor support experience required.
• Proficient in financial planning software required.
• Project prioritization and time management skills required.

Responsibilities

• Collaborate with financial advisors to gather client information and assess financial goals.
• Prepare documents, reports, and presentations outlining recommended strategies.
• Analyze client data and maintain organized records of client interactions.
• Coordinate client meetings and communicate with clients professionally.
• Maintain partnerships with internal and external partners for compliance and operational support.
• Adhere to regulations and internal policies when generating financial plans.
• Perform other duties as assigned.

Skills

Communication

Analytical

Time management

Detail oriented

Education

Bachelor's degree in Finance/Economics/Business

Tools

Financial planning software

Job description

Desert Financial Wealth Services LLC is seeking a Paraplanner in Phoenix to support financial advisors by researching goals, risk profiles, and investment options, and by preparing detailed plans and documents.

You will collaborate across teams, manage client data securely, schedule meetings, and help ensure compliance with industry regulations while delivering accurate, actionable financial planning recommendations.