Entry-Level Paraplanner

Tower Trust & Investment Company is an independent trust and wealth management firm committed to a fiduciary-first approach. We focus on long-term relationships, thoughtful financial planning, and exceptional client service. We are growing and looking for an Entry-Level Paraplanner to join our team and build a career in financial planning. The Entry-Level Paraplanner supports investment advisors and trust officers in delivering exceptional client service.

This role is ideal for someone seeking hands-on exposure to begin a career in wealth management.

• Collect and organize client financial data.
• Create and update client meeting materials and summaries.
• Handle confidential client and firm information accurately.

• Support client onboarding and account paperwork.
• Communicate with other financial institutions regarding transfers.
• Help maintain a high-touch, professional client experience.
• Support statement processing, closed account documentation, and record retention.

• Maintain accurate CRM and planning system records.
• Ensure documentation is complete and up to date.

• Greet clients and visitors in a professional and courteous manner.
• Answer and direct incoming phone calls.
• Respond to general client inquiries.

• Bachelor’s degree or equivalent experience.
• Strong organizational and analytical skills.
• High attention to detail and accuracy.
• Strong communication and professionalism.
• Proficiency with Microsoft Office (especially Excel).

• Internship or early career experience in financial services, banking, accounting, or client service.
• Basic understanding of investment products and retirement planning strategies.
• Experience with CRM systems.

• Fiduciary-focused, client-first culture.
• Collaborative and supportive team environment.
• Direct mentorship from experienced advisors.
• Meaningful work with long-term client relationships.
• Clear path for professional development and advancement.

• Health and Dental Insurance.
• Long-Term Disability and Life Insurance.
• 401(k) with employer match (Traditional and Roth options).
• Professional development opportunities.
• Predictable daytime schedule with limited after-hours work.
• Supportive, team-oriented work environment.

Tower Trust & Investment Company is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.