Wealth Paraplanner - Path to CFP in Growing Family Office

Ascendo Resources; Boca Raton (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

A high-growth family office is seeking a motivated Paraplanner to support their operations in Boca Raton. This role offers a pathway for career advancement, ideally for candidates pursuing CFP certification. Responsibilities include creating client presentations, executing data reconciliations, and partnering with advisory teams on wealth strategies. The ideal applicant will have over 2 years of experience in a Family Office or RIA and strong Excel skills. This position requires full onsite work.

Qualifications

• 2+ years of relevant experience in a Family Office or RIA.
• Demonstrated ability to use financial planning and reporting software.
• Strong Excel skills for data management and reconciliation.
• Active pursuit of or intent to obtain CFP certification.
• Ability to work fully onsite and collaborate effectively with the team.

Responsibilities

• Construct sophisticated client presentations, including financial plans and performance reports.
• Execute detailed data reconciliations and financial statement analysis using Excel.
• Facilitate the operation of client accounts, handling paperwork and transfers.
• Partner with advisory teams to formulate long-term wealth strategies.
• Maintain accurate records across internal databases and custodian platforms.

Skills

Financial planning and reporting software

Strong Excel skills

Client management

Data reconciliation

Job description

A high-growth family office is seeking a motivated Paraplanner to support their operations in Boca Raton. This role offers a pathway for career advancement, ideally for candidates pursuing CFP certification. Responsibilities include creating client presentations, executing data reconciliations, and partnering with advisory teams on wealth strategies. The ideal applicant will have over 2 years of experience in a Family Office or RIA and strong Excel skills. This position requires full onsite work.