Paraplanner - Remote

Overview

The Paraplanner role at Clarity Financial Advisors is essential for supporting advisors and ensuring a high-quality experience for clients, requiring attention to detail and proactive engagement.

In Short

• Execute trades and transactions with accuracy.
• Ensure compliance with firm policies and regulations.
• Assist in client service requests requiring licensing knowledge.
• Support advisors in estate settlements and complex casework.
• Prepare for client meetings and follow through on action items.
• Identify workflow improvements to enhance client experience.

Requirements

• Active securities licenses (Series 7 and 66 or equivalent) required.
• Experience in financial services operations or paraplanning.
• Strong attention to detail and ability to manage priorities.
• Clear communicator with a collaborative mindset.
• Comfortable in dynamic environments.
• Availability to work Eastern Time business hours.

Benefits

• Starting salary: $75,000, exempt.
• PTO and paid holidays.
• Health insurance stipend.
• 401(k) with 5% employer match.
• Opportunities for professional growth.
• Supportive, team-oriented culture.