Licensed Paraplanner - Remote

Overview

Interwoven Family Wealth is seeking a Licensed Paraplanner to support financial planning operations and client service delivery in a remote position.

In Short

• Join a client-focused team as a Licensed Paraplanner.
• Support financial planning implementation and client communication.
• Prepare meeting materials and manage workflow items.
• Assist with trade processing and operational efficiency.
• Provide high-quality service support to clients and advisors.
• Maintain accurate client records in CRM systems.
• Collaborate with team members on various tasks.
• Opportunity for long-term career growth within the practice.
• Starting compensation of $70,000 per year.
• Remote work opportunity with a flexible schedule.

Requirements

• Active securities licenses preferred (Series 7, Series 66, Life & Health).
• 3–5 years of experience in financial services or client service roles.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• High attention to detail and confidentiality.
• Collaborative team-oriented mindset.

Benefits

• Bonus and profit-sharing opportunities available.
• Health Insurance with Kaiser Gold Plan HMO.
• 401(k) with 3% employer contribution after one year.
• Remote work opportunity aligned with local operating hours.