Paraplanner - Remote

Overview

The Paraplanner at Fireside Wealth will support clients and advisors by preparing financial plans, conducting investment research, and ensuring high-quality client service.

In Short

• Join a tight-knit service team at Fireside Wealth.
• Provide critical support to lead advisors.
• Prepare financial plans and investment proposals.
• Conduct investment research.
• Assist in client meetings and follow-ups.
• Communicate effectively with clients.
• Maintain client records in CRM systems.
• Support overall office operations.
• Long-term career opportunity with potential growth.
• Work in a collaborative, client-first environment.

Requirements

• Experience in financial planning or client service.
• Licensed (Series 7 and/or 66 preferred).
• Detail-oriented and meticulous.
• Strong verbal and written communication skills.
• Professional and approachable demeanor.
• Ability to work in a supportive team environment.
• Skilled at follow-through on tasks.
• Desire to provide high-quality client care.
• Willingness to grow into an Associate Financial Advisor role.

Benefits

• Competitive compensation: $65,000-$75,000 per year.
• Stable, long-term career opportunity.
• Supportive office culture.
• 4% employer 401(k) contribution.
• Medical, dental, and long-term disability benefits.
• Opportunities for professional development.