Financial Paraplanner

We’re a growing private wealth management firm in Dover, Delaware, dedicated to helping our clients feel confident, informed, and supported at every stage of their financial journey. Our team values building real relationships, simplifying complex financial concepts, and thoughtful planning. We believe great outcomes come from both technical excellence and genuine care for the people we serve.

As our Financial Paraplanner, you play a critical role in supporting our advisors and ensuring a high-quality, well-organized financial planning experience for our clients.

You will be responsible for preparing, maintaining, and advancing financial plans; coordinating client onboarding and ongoing service requests; and ensuring that nothing falls through the cracks. This role blends technical planning support with proactive client service and operational excellence.

In your first 90 days, your primary focus will be learning our systems, workflows, and service standards while delivering a consistent, five-star client experience across every interaction.

• Drive the internal financial planning workflow from data gathering through plan updates
• Review client profiles and historical information ahead of advisor meetings
• Identify missing or outdated information (statements, tax returns, insurance policies, benefit details, etc.)
• Build, update, and maintain financial plans in eMoney
• Identify planning gaps, risks, and opportunities for advisor review
• Prepare concise meeting prep materials, summaries, and talking points for advisors
• Support ongoing plan monitoring and updates as client circumstances change

• Coordinate a smooth, organized onboarding experience for new clients
• Send clear, professional data-gathering emails and instructions
• Maintain step-by-step onboarding and service checklists
• Proactively follow up with clients to keep processes moving forward
• Prepare and process paperwork for account openings, money movement, and maintenance
• Track tasks, deadlines, and follow-ups in the CRM
• Maintain accurate, organized digital and physical client records

• Maintain a strong working knowledge of firm technology, including:
• eMoney and custodian platforms
• CRM systems and task automation
• Ensure proper documentation, notes, and email archiving for compliance
• Review accounts and paperwork for accuracy before submission
• Assist with preparation of RMDs, beneficiary updates, and contribution tracking ahead of deadlines

• Prepare appointment confirmations, data requests, and follow-up communications
• Respond to client requests with professionalism, warmth, and efficiency
• Anticipate advisor and client needs before they arise
• Monitor key client milestones (birthdays, anniversaries, benefit changes, renewals)
• Contribute ideas to improve workflows, planning processes, and client experience

• Assist with client events, mailings, and outreach initiatives as needed
• Collaborate closely with advisors and operations team members
• Take initiative and contribute to a positive, supportive office culture

This is a performance-based role with opportunities for growth and deeper client engagement over time.

• Associate’s degree or higher
• At least 2 years of experience in a similar administrative or client service role
• Strong proficiency with Microsoft Office, Outlook, and CRM systems
• Excellent communication and organizational skills
• Able to manage multiple requests while staying calm and focused
• Professional, ethical, and committed to client confidentiality

• SIE, Series 7, and/or Series 63 licenses
• Prior experience with eMoney or similar financial planning software
• A collaborative mindset, service-oriented attitude, and sense of ownership in your work
• Salary range: $45,000 - $65,000 commensurate with experience
• Life and disability insurance
• Paid time off starting immediately
• Reimbursement for license exam costs post-achievement
• A collaborative workplace where your contributions are valued and your growth is supported