More jobs:
Paraplanner
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-03-01
Listing for:
Interlinc Financial Advisors, Inc.
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Interlinc Financial Advisors is growing, and we’re looking for a Paraplanner who enjoys:
- Analytical and strategic thinking
- Detailed preparation for client/prospect meetings
- Structured processes and organized workflows
… If you love accuracy, systems, and meaningful behind-the-scenes work, you’ll thrive here.
What You’ll Do- Prepare and organize all client/prospect meeting materials
- Review statements, tax returns, and planning documents
- Assist with scenario modeling (Roth conversions, RMD strategy, Tax Strategies, portfolio reviews, estate planning)
- Support advisors using our INTER planning framework (I-income, N-Nursing/Medical Needs, T-Taxation Strategies, E-Estate Planning, R-Risk Management)
- Work closely with the advisors to confirm everyone is on the same page
- Ensure meetings are prepped for success to run smoothly, professionally, and on time
- On-site training is available for the areas needed, this is an on-site job - no hybrid or off-site
- Detail-oriented, thoughtful, steady, and reliable
- Enjoy solving financial puzzles and uncovering insights
- Prefer structure, clarity, and accuracy in your work
- Comfortable with spreadsheets and financial concepts (both investment and insurance)
- Motivated by contributing to a team that cares about clients and each other
- Comfortable working with portfolios of $750k - $15m
- Traditional & Roth 401(k) with company contribution
- Employer-paid health insurance (employee), optional family coverage
- $50,000 life insurance (complimentary)
- Short-term disability (complimentary)
- Option to purchase dental, vision, legal shield, and other benefits
- Option to insure your family
- Free coffee, tea, sodas, water, and hot cocoa all day
- Occasional team lunches & team-building outings
- Mentorship if you want it — we invest in your growth
- Support for career advancement & professional education
(Important)
We use a unique screening process before the formal interview that helps us get to know the real you. Please complete all three steps
:
. Tell us why you’d be a great fit — and why this role fits you.
Entry level
Employment typeFull-time
Job functionFinance, Strategy/Planning, and Sales
IndustriesFinancial Services and Insurance
Referrals increase your chances of interviewing at Interlinc Financial Advisors, Inc. by 2x
Apply BELOW
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