Wealth Planning Paraplanner & Associate

Jamba Juice; Portsmouth (OH); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

SIMPLE IRA retirement plan

Structured onboarding and training

Job summary

A private financial planning practice in Portsmouth, Ohio, is seeking a capable Paraplanner / Financial Planning Associate to support the lead advisor and the advisory team. The role blends financial-planning prep with client service and daily operational support, with onboarding and training planned for January 2027.

Responsibilities include gathering client data, preparing analyses and materials, coordinating meetings, and processing account activity.

Qualifications

• Two or more years of experience in wealth management, financial planning, investment operations, banking, or insurance.
• Bachelor's degree in financial planning, finance, accounting, economics, business, or related field preferred.
• Working knowledge of financial-planning concepts and client-service workflows.
• Experience with trading, account processing, and money movement is valued.

Responsibilities

• Gather, organize, and update client financial information for advisor review and planning analysis.
• Prepare financial-planning reports, scenario comparisons, illustrations, and supporting materials using approved tools and templates.
• Prepare for client meetings by assembling agendas, reports, and planning documents.
• Participate in client meetings, document decisions, and help ensure timely completion of commitments.
• Communicate professionally with clients regarding scheduling, information requests, and status updates.
• Process new-account paperwork, account maintenance, money movements, and other client requests.
• Support or execute trades and transactions when registered and authorized.
• Maintain complete client records and documentation in the CRM system.
• Provide primary support to the lead advisor and assist other advisors as needed.
• Coordinate with licensed/unlicensed paraplanners to maintain service coverage.
• Protect confidential information following all privacy and regulatory requirements.

Skills

Wealth management

Financial planning

Client service

Microsoft 365

Education

Bachelor's degree in finance, business, or related field

Tools

Financial-planning software

CRM systems

Job description

A private financial planning practice in Portsmouth, Ohio, is seeking a capable Paraplanner / Financial Planning Associate to support the lead advisor and the advisory team. The role blends financial-planning prep with client service and daily operational support, with onboarding and training planned for January 2027.

Responsibilities include gathering client data, preparing analyses and materials, coordinating meetings, and processing account activity.