Senior Wealth Planning Paraplanner - Remote

Simply Paraplanner; Florida; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Equipment provided

Job summary

Simply Paraplanner is seeking a Senior Paraplanner to serve as a technical engine of our wealth management practice. This fully remote role centers on building complex cash flow models in eMoney, running multi-year tax projections in Holistiplan, and producing polished client-ready deliverables.

You will work with the Lead Advisor to convert client data into clear recommendations, assist with case design and plan preparation, and gather documentation to sustain data integrity across planning and

Qualifications

• 3+ years of dedicated financial planning or paraplanning experience within an RIA or wealth management firm.
• Advanced hands-on experience utilizing eMoney (cash-flow modeling and Decision Center) and Holistiplan (tax analysis and report generation).
• Solid grasp of individual income taxation, Form 1040 structures, deductions, capital gains, and bracket mechanics.
• Proficient with cloud-based CRM systems (Salesforce, Wealthbox), secure document vaults, and Microsoft Office/Excel.
• Strong written and verbal communication skills, with ability to manage deadlines in a remote setting.

Responsibilities

• eMoney Cash Flow & Scenario Modeling: Build, stress-test, and update comprehensive financial plans and interactive cash flow illustrations using eMoney's tools.
• Holistiplan Tax Analysis & Modeling: Review Form 1040s and schedules, model multi-year Roth conversions, and highlight planning opportunities.
• Deliverable & Report Preparation: Synthesize financial data into executive-level summaries and client-ready analyses.
• Meeting Support & Follow-Up: Prepare presentation materials, document discussions, and coordinate post-meeting workflows.
• Information & Document Gathering: Collect, organize, and verify client statements and tax documents to ensure data integrity.
• Risk Management & Estate Illustrations: Review life, disability, and LTC policies to evaluate liquidity and estate distribution needs.
• Case Brainstorming & Strategy: Collaborate with Lead Advisor to explore scenarios and planning techniques.

Skills

eMoney

Holistiplan

CRM experience

Excel

Tax knowledge

Analytical skills

Communication

Tools

eMoney

Holistiplan

Salesforce

Wealthbox

Job description

Simply Paraplanner is seeking a Senior Paraplanner to serve as a technical engine of our wealth management practice. This fully remote role centers on building complex cash flow models in eMoney, running multi-year tax projections in Holistiplan, and producing polished client-ready deliverables.

You will work with the Lead Advisor to convert client data into clear recommendations, assist with case design and plan preparation, and gather documentation to sustain data integrity across planning and