Wealth Planning Paraplanner — Path to Advisor

JK Executive Strategies, LLC; City of Rochester (NY); On-site; USD 70,000 - 85,000; Full time

Job summary

JK Executive Strategies is seeking a Paraplanner to join a respected independent wealth management firm in Rochester. You will support the advisory team by gathering client data, preparing financial plans, and assisting with investment and planning recommendations to ensure successful client meetings.

The role offers a clear path toward becoming a client-facing advisor as you build expertise and manage a defined group of emerging wealth clients over time.

Qualifications

• Bachelor's degree in finance, financial planning, economics, accounting, or related field preferred.
• 3+ years of experience in financial planning or wealth-management services.
• Demonstrated experience preparing financial plans and supporting advisors.
• Knowledge of retirement planning, investments, tax and estate planning.

Responsibilities

• Partner with financial advisors to prepare comprehensive financial plans.
• Analyze client information and support planning recommendations.
• Develop financial projections and planning reports for advisor review.
• Prepare client meeting materials and presentations.
• Coordinate with internal teams to implement approved recommendations.

Skills

Financial planning

Client data analysis

Team support

CRM platforms

Portfolio knowledge

Microsoft Office

Education

Bachelor's degree in finance/related field

Tools

FINRA licenses (7/65/66 preferred)

Portfolio management software

CRM platforms

Microsoft Office

Job description

JK Executive Strategies is seeking a Paraplanner to join a respected independent wealth management firm in Rochester. You will support the advisory team by gathering client data, preparing financial plans, and assisting with investment and planning recommendations to ensure successful client meetings.

The role offers a clear path toward becoming a client-facing advisor as you build expertise and manage a defined group of emerging wealth clients over time.