Licensed & Experienced Paraplanner

We are currently interviewing and ready to hire a Paraplanner for our Dunwoody office. This is a permanent, in‑office position with a salary range of $50,000–$70,000+, based on experience and licensure. We are looking for a highly organized, analytical professional to support our Financial Advisors in delivering accurate, compliant, and high‑quality financial guidance. This role plays a key part in preparing, modeling, and documenting comprehensive financial plans in a fast‑paced environment.

As part of our centralized financial planning department, the Paraplanner will collaborate with a team to develop plans for the firm’s top individual and team‑based advisors, ensuring all recommendations align with client goals and regulatory standards.

• Prepare and model comprehensive financial plans, including retirement, investment, cash flow, insurance, tax, and estate planning
• Analyze client financial information and develop projections and strategy comparisons
• Conduct research on up‑to‑date investment products, strategies, and financial solutions
• Assist in the preparation of financial planning deliverables and supplemental analysis reports
• Ensure all advice documentation complies with internal policies and regulatory standards
• Support advisers with client meeting preparation, particularly regarding client goal‑based recommendations within their dedicated planning software
• Maintain accurate, efficient, and organized client records and update CRM and planning systems frequently

• Bachelor’s in Finance, Financial Planning, Economics, or a related discipline
• Experience in paraplanning, fee‑based planning, or a financial services support role
• Securities Licensed –
  Preferred
• Stable job history and detail‑oriented
• Working knowledge of financial planning principles, investment products, and regulatory requirements
• Strong analytical skills and attention to detail
• Proficiency in Emoney, Holistiplan, and/or Right Capital Planning Software –
  Preferred
• Excellent written communication and documentation skills
• Ability to manage competing priorities and deadlines

• High level of professionalism and confidentiality
• Strong efficiency, speed, and organizational skills
• Client‑focused and quality‑driven
• Collaborative team player with a proactive approach

$50,000–$70,000 per year.