Paraplanner

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

Qualifications :

What You Need

About Company

www.gfglegacy.com