Lead Financial Planning Associate

Lead Financial Planning Associate at Paraclete Wealth Partners Lead Financial Planning Associate at Paraclete Wealth Partners in Williamsburg, Virginia Posted in 1 day ago.

Type:

full-time

Job Description:

About the Company We specialize in retirement income planning, tax-efficient distribution strategies, Roth conversion planning, and helping families create predictable retirement outcomes. We believe great planning is proactive, disciplined, and implementation-focused. About the Role We are not looking for an administrative assistant, paperwork processor, or traditional paraplanner. We are looking for a Planning Quarterback-the person responsible for ensuring every retirement, tax, and Roth conversion strategy is accurately maintained, updated, and executed. This person will become the primary bridge between the Lead Advisor, clients, CPAs, and our planning team. Their role is to keep financial plans current as life changes and ensure recommendations are implemented correctly. Responsibilities Attend client meetings and capture detailed planning notes Complete and maintain client fact finders Prepare planning packets before meetings Coordinate with our planning team to update retirement roadmaps Track and manage annual Roth conversion opportunities Review tax returns and tax projections Coordinate with CPAs and clients regarding planning updates Maintain retirement distribution strategies as circumstances change Track implementation of planning recommendations Serve as the central planning liaison for assigned client relationships Build, maintain, and improve planning spreadsheets and workflows Qualifications We welcome candidates from financial planning, accounting, tax, engineering, analytics, military leadership, operations, or similar highly analytical professions. CFP®, CPA, EA, ChFC, or other financial designations are welcome but not required. We care more about capability, ownership, analytical thinking, and execution. Required Skills Highly analytical and detail-oriented Strong Excel and spreadsheet skills Naturally organized and process-driven Comfortable reviewing tax returns and financial statements Strong written communication skills Enjoys solving financial planning problems Able to manage multiple complex cases simultaneously Thrives in a fast-paced, high-accountability environment Preferred Skills CFP®, CPA, EA, ChFC, or other financial designations are welcome but not required. Pay range and compensation package

Location:

Williamsburg, VA (In-Person Preferred) Equal Opportunity Statement We are committed to diversity and inclusivity.