Paraplanner MFA Wealth Pittsburgh, PA Job Details Full-time $40,000

• $55,000 a year 5 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Professional development assistance Qualifications Financial planning software Customer communication Teamwork Interpersonal skills Filing Research Customer inquiry handling Attention to detail CRM system proficiency Experience practicing in the securities industry Cross-functional collaboration Financial data analysis tools Full Job Description

PARAPLANNER

We are seeking a motivated and detail-oriented Para Planner to join our expanding advisory team. This is an outstanding opportunity for a financial planning professional who wants to sharpen their craft, work alongside seasoned advisors, and build a long-term career in wealth management. As we continue to grow, there is a clear and genuine path for advancement within our firm. What You'll Do

• Support lead advisors in preparing comprehensive financial plans covering retirement, tax, estate, insurance, and investment strategies
• Conduct client research and data gathering, including net worth analysis, cash flow modeling, and insurance/investment reviews
• Prepare and maintain financial planning deliverables using planning software (e.g., eMoney, MoneyGuidePro, or similar)
• Draft meeting agendas, summaries, and follow-up action items for client review meetings
• Assist with client onboarding
• collecting and organizing documents, inputting data into the CRM, and coordinating account paperwork
• Respond to client inquiries in a timely, professional, and personable manner
• Collaborate with the operations and advisory team to ensure seamless client service delivery
• Stay current on planning strategies, tax law changes, and industry developments

What We're Looking For Required:

• Active securities/financial planning license (Series 65, Series 66, CFP, or equivalent)
• Minimum 2 years of experience in financial planning, wealth management, or a related advisory role
• Proficiency with financial planning software and CRM tools
• Eagerness to learn and adopt the latest technologies
• we are a forward-thinking firm that embraces innovation in planning tools, client communication platforms, and fintech
• Ability to work both independently and collaboratively
• you're self-directed and accountable when working solo, and a true team player when working alongside advisors and staff
• Strong analytical skills with exceptional attention to detail
• Excellent written and verbal communication skills
• A positive, team-first attitude and genuine passion for helping clients

Preferred:

• CFP designation or currently in pursuit
• Experience with

HNW/UHNW

client families

• Familiarity with RIA operations and compliance Why MFA Wealth?
• Real growth opportunity
• we are scaling quickly and promote from within
• Mentorship from 30+ year industry veterans
• Exposure to complex, high-net-worth planning across diverse client types
• Pittsburgh-based, with a collaborative and supportive team culture
• Competitive compensation and benefits package commensurate with experience Benefits including dental, vision, health care, and 401(k) plan after 90 day introductory period

Job Type:

Full-time Pay:

$40,000.00

• $55,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Health savings account Paid time off Professional development assistance Vision insurance Ability to

Commute:

Pittsburgh, PA 15228 (Required) Ability to

Relocate:

Pittsburgh, PA 15228: Relocate before starting work (Preferred)

Work Location:

In person