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ParaplannerGarrison Financial Group • Littleton, CO, US
Paraplanner

Paraplanner

Garrison Financial Group • Littleton, CO, US
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Our firm is growing, and with that comes the need to elevate how we deliver planning. We are looking for a Paraplanner who takes the work seriously, cares about getting it right, and understands that a great plan is more than software output.

This role exists to assist the Financial Planning team in the planning process and ensure every client receives thoughtful analysis, clear recommendations, and a smooth experience from onboarding through implementation. You won’t sit in a corner building reports. You will collaborate with advisors, drive planning standards, and help shape how our firm continues to scale.

Compensation : $60,000 yearly

Responsibilities : What You’ll Lead

  • Oversee the full financial planning process from data gathering through plan presentation and follow-through using eMoney
  • Review plans and recommendations for accuracy, completeness, and suitability
  • Improve workflows, templates, and best practices so the planning team and advisors operate consistently
  • Train advisors and support staff on planning concepts and software
  • Maintain planning quality as we add advisors, new clients, and more complexity
  • Serve as a planning resource during complex or high-stakes client situations
  • Identify gaps in client plans and help advisors prioritize next steps

What Your Day Could Include

  • Running deeper analysis on retirement projections, tax planning, and alternative planning scenarios
  • Reviewing advisor recommendations to align with the client’s objectives and our planning philosophy
  • Meeting with clients alongside advisors to support complex planning discussions
  • Helping design and refine planning deliverables so they’re clear, modern, and useful rather than confusing

    • Qualifications :

  • Customer service experience in our industry is preferred
  • Enjoys talking with customers and can communicate through verbal and written channels
  • Technologically savvy; basic knowledge of Microsoft Office Word and Excel programs and filing systems with the ability to learn new programs quickly and troubleshoot common issues
  • Shows ability to quickly finish very detailed work

    • What You Need

  • Strong background in holistic planning
  • CFP preferred or on-path to CFP
  • Minimum five years of planning experience with demonstrated complexity, not just entry-level prep work
  • Familiarity with tax strategy, retirement income planning, estate considerations, and advanced planning
  • Comfortable with planning software and willing to learn new tools as we evolve

    • About Company

    www.gfglegacy.com

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