Wealth Planning Paraplanner: Client-Focused Onsite

Gilder Search Group; Wallingford (CT); On-site; USD 85,000 - 95,000; Full time

Job summary

Gilder Search Group is seeking a Paraplanner to directly support our wealth advisory team in Wallingford, CT. You will help build and present financial plans, support client service activities, and collaborate with Advisors to deliver a high-touch, white-glove experience to clients.

The role emphasizes organization, relationship building, and proactive planning, with opportunities to pursue CFP credentials and advance within the firm as part of the client service team.

Qualifications

• Bachelor’s degree required.
• Minimum 3 years in the industry.
• Minimum 3 years in a Paraplanner or similar role.
• Series 7 and Series 66 (or 63 and 65) required.
• Proficiency with wealth management tools and willingness to learn new systems.
• Experience with tax analysis, retirement planning, and trust and estate planning preferred.

Responsibilities

• Foster excellent client relationships through exemplary service.
• Prepare agendas after client meetings and ensure timely follow-up.
• Onboard new clients, review statements, open accounts, and process transfers.
• Work autonomously through planning, collaborating with Advisors for client presentations.
• Handle behind-the-scenes work: data entry, plan updates, and meeting prep.
• Assist in client meetings and provide backup on service items.
• Manage seasonal workloads with high-volume meeting periods.

Skills

Client service

Communication

Organization

Attention to detail

Relationship building

Education

Bachelor's degree

Tools

Holistiplan

RightCapital

Income Lab

Nitrogen

Vanilla

Job description

Gilder Search Group is seeking a Paraplanner to directly support our wealth advisory team in Wallingford, CT. You will help build and present financial plans, support client service activities, and collaborate with Advisors to deliver a high-touch, white-glove experience to clients.

The role emphasizes organization, relationship building, and proactive planning, with opportunities to pursue CFP credentials and advance within the firm as part of the client service team.