Job Description

Job Title: Paraplanner / Advisor Support

Location: King of Prussia, PA

Job Type: Full-Time, Monday - Thursday, 8:30 AM - 5:30 PM, Friday 8:30 AM - 4:00 PM

Job Summary:

We are seeking a highly organized and analytical Paraplanner to support our financial planning team in delivering high-quality financial planning and insurance advice. The ideal candidate will play a vital role in developing customized financial plans, conducting detailed product research, and ensuring regulatory compliance.

This position will require you to obtain your FINRA Series 65 licensure and a Pennsylvania Life, Accident, & Health Producer License, as the role involves providing planning support that may include investment advisory and insurance product recommendations. This position will open the opportunity for you to develop into a senior advisor.

Key Responsibilities:

• Collaborate with financial advisors to prepare personalized financial plans for clients, including investment strategies, insurance analysis, and retirement planning
• Conduct research on investment products, insurance solutions, estate planning tools, and other financial strategies
• Create client reports and financial projections using planning software and modeling tools
• Prepare documentation and reports for client meetings, ensuring accuracy and clarity
• Maintain compliance with SEC and state insurance regulations
• Liaise with product providers, custodians, and insurance carriers to gather relevant data
• Update client information and financial records in CRM and planning systems
• Track follow-ups and ensure timely plan implementation and documentation

Qualifications:

• Bachelor's degree in finance, economics, accounting, or a related field preferred
• Minimum of 2 years of experience in a paraplanning or financial planning support role
• Strong understanding of investment and insurance products, financial planning principles, and compliance requirements
• Proficient in financial planning software (e.g., eMoney, Riskalayze, Morningstar, or similar) and CRM systems
• Exceptional attention to detail, organizational, and communication skills
• Ability to obtain your CFP® designation within the first 3 years of your employment

Preferred Qualifications:

• CFP® designation
• FINRA Series 65 license (or the ability to obtain within 4 months of hire date)
• Maryland Life & Health Insurance Producer License (or the ability to obtain within 4 months of hire date)
• Experience working in a fee-based or fiduciary financial planning environment
• Familiarity with Maryland-specific insurance and financial regulations

What We Offer:

• Competitive salary and benefits package
• Professional development support and continuing education opportunities
• Collaborative and client-focused work environment

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