Paraplanner

The Paraplanner is a core support role responsible for executing and maintaining the financial planning and investment operations of the practice. This position manages trading, transactions, and client paperwork while owning the implementation, maintenance, and analytical support of financial plans and portfolios. The Paraplanner plays a critical role in research, model maintenance, and customized strategy development for clients with complex financial situations. The Paraplanner works closely with the Financial Advisors to ensure recommendations are accurately executed, documented, and monitored, allowing advisors to focus on client relationships and advice delivery.