Wealth Planning Associate | Growth & Client Impact

W3Global; Lebanon (Lebanon County); On-site; USD 55,000 - 85,000; Full time

Job summary

W3Global is seeking a motivated Para Planner to join our growing advisory team to support lead advisors in developing comprehensive financial plans across retirement, tax, estate, and investments.

You will gather client information, analyze net worth and cash flow, and prepare planning deliverables using platforms such as eMoney or MoneyGuidePro. The role offers professional development and a clear path to career advancement within wealth management.

Qualifications

• Active securities licenses (Series 65/66) or CFP designation preferred.
• 2+ years in financial planning or wealth management.
• Proficiency with planning software and CRM platforms.
• Interest in adopting new technology and fintech tools.
• Ability to work independently and with advisors as a team.

Responsibilities

• Support lead advisors in preparing comprehensive financial plans across retirement, tax, estate, and investments.
• Gather client information, analyze net worth, cash flow, and insurance/investment needs.
• Prepare and maintain planning deliverables using eMoney or MoneyGuidePro.
• Create meeting agendas, summaries, and action items for clients.
• Assist with onboarding by organizing documents and entering data into CRM.
• Monitor portfolios and flag items needing advisor attention.
• Respond promptly and professionally to client inquiries.
• Collaborate with advisory and operations teams for a seamless client experience.
• Stay current on planning strategies, tax changes, and industry developments.

Skills

Series 65

Series 66

CFP designation or equivalent

Financial planning experience

CRM platforms

Financial planning software

Analytical skills

Written and verbal communication

Team-oriented attitude

Tools

eMoney

MoneyGuidePro

CRM software

Job description

W3Global is seeking a motivated Para Planner to join our growing advisory team to support lead advisors in developing comprehensive financial plans across retirement, tax, estate, and investments.

You will gather client information, analyze net worth and cash flow, and prepare planning deliverables using platforms such as eMoney or MoneyGuidePro. The role offers professional development and a clear path to career advancement within wealth management.