Paraplanner

Paraplanner (Part-Time) | Growth Opportunity to

Associate Advisor Position Type:

Part-Time Expected Hours:

Approximately 20 hours per week

Work Arrangement:

Primarily in-office

Compensation:

$22

• 28 per hour, depending on experience and qualifications Net Worth Advisory Group is seeking a part-time paraplanner in Sandy, Utah, with the opportunity to learn directly from an experienced advisor and grow into a full-time associate advisor role.

This position is ideal for someone serious about a long-term career in financial planning and eager for hands-on experience in a fee-only RIA. About the Opportunity The paraplanner will work closely with Curtiss Smith, senior advisor and partner, and his team to support client relationships, financial planning work, and practice growth. The role offers hands-on exposure to plan preparation, client service, meeting prep, follow-up, and planning analysis. This role is expected to begin part-time and plan to transition into a full-time associate advisor position within 1-2 years. Responsibilities

• Prepare financial plans, meeting materials, and investment reports
• Support new client onboarding
• Manage client and practice reports
• Communicate professionally with clients and prospects by phone and email
• Track follow-up items from client meetings
• Assist with planning and investment analysis
• Support client service and relationship management
• Provide administrative support as needed Qualifications
• Interest in financial planning and a long-term career in the profession
• Finance or financial planning background or experience preferred; students nearing graduation encouraged to apply
• Availability for approximately 20 hours per week during business hours, with some flexibility around class schedules
• Ability to work primarily in-office in Sandy, Utah
• Proficiency in Microsoft Office, especially Excel
• Familiarity with RightCapital is a plus
• Strong communication, organization, and attention to detail
• Professional, reliable, and dependable Why This Role
• Work directly with an experienced advisor and partner
• Gain hands-on experience in comprehensive financial planning
• Learn the inner workings of a fee-only RIA
• Grow through mentorship and real client support work
• Build toward a full-time associate advisor role How to apply Email your resume and a brief explanation of why you think you're the right candidate for this position to Curtiss Smith
• curtiss@networthadvice.

com Visit networthadvice.com to learn more about Curtiss, the Net Worth Advisory Group team, and the firm.

Pay:

$22.00

• $28.

00 per hour Application Question(s): Are you seeking part time work? Are you able to work in office in Sandy Utah?

Work Location:

In person Paraplanner 75 West Towne Ridge Parkway, Sandy, UT 84070 $22

• $28 an hour
• Part-time $22
• $28 an hour
• Part-time Paraplanner (Part-Time) | Growth Opportunity to

Associate Advisor Position Type:

Part-Time Expected Hours:

Approximately 20 hours per week

Work Arrangement:

Primarily in-office

Compensation:

$22

• 28 per hour, depending on experience and qualifications Net Worth Advisory Group is seeking a part-time paraplanner in Sandy, Utah, with the opportunity to learn directly from an experienced advisor and grow into a full-time associate advisor role.

This position is ideal for someone serious about a long-term career in financial planning and eager for hands-on experience in a fee-only RIA. About the Opportunity The paraplanner will work closely with Curtiss Smith, senior advisor and partner, and his team to support client relationships, financial planning work, and practice growth. The role offers hands-on exposure to plan preparation, client service, meeting prep, follow-up, and planning analysis. This role is expected to begin part-time and plan to transition into a full-time associate advisor position within 1-2 years. Responsibilities

• Prepare financial plans, meeting materials, and investment reports
• Support new client onboarding
• Manage client and practice reports
• Communicate professionally with clients and prospects by phone and email
• Track follow-up items from client meetings
• Assist with planning and investment analysis
• Support client service and relationship management
• Provide administrative support as needed Qualifications
• Interest in financial planning and a long-term career in the profession
• Finance or financial planning background or experience preferred; students nearing graduation encouraged to apply
• Availability for approximately 20 hours per week during business hours, with some flexibility around class schedules
• Ability to work primarily in-office in Sandy, Utah
• Proficiency in Microsoft Office, especially Excel
• Familiarity with RightCapital is a plus
• Strong communication, organization, and attention to detail
• Professional, reliable, and dependable Why This Role
• Work directly with an experienced advisor and partner
• Gain hands-on experience in comprehensive financial planning
• Learn the inner workings of a fee-only RIA
• Grow through mentorship and real client support work
• Build toward a full-time associate advisor role How to apply Email your resume and a brief explanation of why you think you're the right candidate for this position to Curtiss Smith
• curtiss@networthadvice.

com Visit networthadvice.com to learn more about Curtiss, the Net Worth Advisory Group team, and the firm.

Pay:

$22.00

• $28.

00 per hour Application Question(s): Are you seeking part time work? Are you able to work in office in Sandy Utah?

Work Location:

In person