Paraplanner

ParaplannerLocation: Staunton, VA and Charlottesville, VA Compensation: $70,000-$95,000 Annually (based on experience)Schedule: Monday–Thursday, 8:30 AM – 4:30 PM, Friday, 8:30 AM – 4:00 PM (Full-time) Position Overview: The Paraplanner is a client-facing support role that works closely with the advisory team to deliver a high-quality experience to assigned clients. This role assists with financial planning, account servicing, implementation, and ongoing client communication while operating within established firm processes, investment models, and compliance standards. This position requires a strong blend of financial planning knowledge, technology proficiency, execution discipline, and personal accountability. The ideal candidate is organized, coachable, and comfortable working independently while collaborating effectively within a team environment. They are open to feedback, adaptable to evolving responsibilities and processes, and willing to support a variety of client service, operational, and administrative needs in a collaborative team environment.  Licenses/Certifications:·      Required at hire: SIE, Series 7 and Series 66 or·      Required at hire: Series 65  Key Responsibilities: Client Relationship ManagementSupport assigned client relationships by assisting the advisory team with day-to-day service, follow-through, and communicationInteract daily with clients via phone, email, and virtual or in-person meetingsRespond promptly and professionally to client inquiries, requests, and concernsCoordinate with external professionals (CPAs, attorneys, insurance providers) as neededSend meeting summaries and ensure follow-through on all action items Financial Planning & Advisory SupportCreate, update, and maintain personalized financial plans Identify planning opportunities including (but not limited to): Roth conversions and IRA strategies, Employer retirement plans and rollovers, 529 education savings, Life insurance needs (term vs. permanent concepts)Explain financial concepts clearly, including Risk tolerance scores, stock-to-bond allocations, long-term return expectations and potential downside risk Technology & SystemsConfidently navigate and utilize multiple financial planning and client management platforms, including but not limited to: RightCapital, Holistiplan, Wealth.comUse firm systems daily, including Microsoft Outlook, Wealthbox CRM, Box.com, various custodians’ CRM and back-office platformsTraining will be provided, but baseline technical proficiency and comfort learning new systems is required Account Servicing & OperationsOpen, maintain, and service client accounts in compliance with firm and regulatory requirementsCollect and process client documentation accurately and in a timely mannerPlace and follow up on client transactions where registeredMonitor outstanding items and proactively resolve issuesEnsure client records, files, and paperwork remain current and compliantWillingness to support a variety of client service, operational, and administrative needs in a collaborative team environment Compliance & Professional DevelopmentMaintain all required registrations, licenses, and continuing educationAdhere to firm policies, procedures, and risk management standardsParticipate in ongoing training, cross-training, and firm initiativesPerform additional duties as assigned Qualifications & SkillsStrong organizational skills with the ability to manage multiple priorities in a fast-paced environmentHigh level of professionalism, emotional intelligence, and client service mindsetStrong written and verbal communication skillsComfortable working independently and taking ownership of outcomesSolid computer skills and confidence learning new technologyDetail-oriented, proactive, and solution-focusedExperience supporting IRA to Roth conversion workflows, including coordination, documentation, and communication across client accounts and internal teams What Success Looks Like in This RoleClients feel supported, informed, and confident in their financial planTasks are followed through completely and on timeTechnology is used efficiently to support planning and serviceThe Paraplanner takes ownership of assigned responsibilities and contributes to a seamless client experienceWillingness to help wherever needed to support clients and the teamMaintains positive, professional working relationships with staff and contributes to a respectful, team-oriented environmentBrings a solutions-focused, positive attitude to daily responsibilities and team interactionsBenefitsComprehensive medical, dental, and vision coverageEmployer-paid life and disability insuranceVoluntary benefits available (accident, critical illness, hospital indemnity)Access to MyPath Perks Discount Marketplace3% Safe Harbor Employer Contribution to retirement plan (non-matching)