Paraplanner / Associate Advisor

About Anchor Wealth Management

At Anchor Wealth Management, we believe financial planning is about more than numbers—it is about building lasting relationships and helping clients achieve their goals. Our client-first approach combines personalized service, financial expertise, and a collaborative team environment.

Position Overview

The Paraplanner supports our financial advisors through financial plan preparation, investment analysis, and client relationship management. We are especially interested in candidates who aspire to grow into a Financial Advisor role. This position provides hands-on wealth management experience, exposure to the financial planning process, and opportunities for mentorship and professional development. Our ideal candidate is eager to learn, takes initiative, and wants to build a long-term career in financial advising.

Key Responsibilities

· Assist financial advisors with client meeting preparation, presentations, communication, and follow-up.

· Gather and analyze client financial information to develop personalized financial plans.

· Prepare financial planning reports, investment analyses, and portfolio reviews.

· Maintain accurate client information using financial planning and investment management software.

· Communicate with clients, address questions, and coordinate follow-up activities.

· Collaborate with advisors and team members to complete client service requests promptly.

· Assist with account documentation, transfers, and other operational tasks as needed.

Qualifications

· Bachelor’s degree in Finance, Accounting, Financial Planning, or a related field strongly preferred.

· Background in financial planning, investment management, or related financial services required.

· Strong interest in pursuing a long-term career as a Financial Advisor.

· CFP® certification or a desire to pursue the designation preferred.

· Experience with eMoney financial planning software preferred.

· Proficiency in Microsoft Office and CRM systems.

· Strong analytical, organizational, mathematical, and problem-solving skills.

· Excellent communication skills and commitment to exceptional client service.

· Self-motivated, eager to learn, and able to manage multiple priorities with accuracy and confidentiality.

Compensation & Benefits

Competitive compensation based on experience and credentials, with benefits including:

· Health, dental, and vision insurance; 401(k) retirement plan; paid time off; and life insurance.

· Partial or full financial support for professional certifications, continuing education, and training opportunities.

Work Environment

This is a full-time, in-office position averaging 40 or more hours per week. Consistent attendance, professionalism, and collaboration with the financial advisory team are expected.

Build Your Future With Anchor Wealth Management

If you are passionate about financial planning, enjoy helping people, and want to develop your skills with the goal of becoming a Financial Advisor, we would love to hear from you.

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Financial planning services
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Work Location: In person