Paraplanner

Paraplanner (Administrative Focus - Financial Services Experience Required) Full-Time |

Hybrid Salary:

$50,000 - $70,000 per year About the Role I am seeking a detail‑oriented Paraplanner with 2+ years of financial services experience to support the firm with client documentation, data management, and administrative tasks. This role is ideal for someone who understands financial accounts and enjoys keeping processes organized and running smoothly. Responsibilities Organize and review client financial documents Prepare meeting materials and follow‑up summaries Update client data in CRM and planning software Assist with account opening, transfers, and form preparation Run basic reports and support financial plan updates Maintain compliant and organized client files Communicate with clients to gather information or schedule meetings Qualifications 2+ years in financial services (RIA, broker‑dealer, bank, insurance, etc.) Strong administrative and organizational skills Familiarity with financial accounts and terminology Proficiency with Microsoft Office Experience with CRM systems preferred What We Offer $50,000 - $70,000 salary range Training and professional development Growth opportunities into advanced paraplanning or advisory roles Supportive team environment Benefits and paid time off (401(k), health/dental/vision insurance, life and disability insurance)

Pay:

$50,000.00 - $70,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Professional development assistance

Work Location:

Hybrid remote in Irwin, PA 15642