Paraplanner

Overview

We are seeking a detail-oriented and proactive Paraplanner to support our financial advisory team. The successful candidate will play a key role in preparing and analyzing financial plans, supporting client meetings, and developing proficiency with our advisor-facing technology platforms. This position offers an excellent opportunity to gain hands-on experience in financial planning and client engagement within a collaborative environment.

Duties

• Develop proficiency across MWM's advisor-facing technology systems, including Redtail, Zocks, Nitrogen, Stonewood, eMoney, Holistiplan, Black Diamond, Schwab, and other required platforms.
• Independently prepare planning materials such as Inventory Maps, Nitrogen analysis reports, Stonewood reports, eMoney financial plans, and other Envision/Analyze planning tools.
• Attend Envision meetings with experienced Lead Advisors to observe discovery sessions, client communication strategies, and overall client engagement processes.
• Support the creation of comprehensive financial plans by gathering relevant data, analyzing client information, and ensuring accuracy in documentation.
• Assist in the development of client presentations and reports to facilitate effective communication of financial strategies.
• Collaborate with advisors to ensure seamless delivery of financial planning services and maintain organized client records.

Requirements

• Strong interest in financial planning and wealth management.
• Excellent organizational skills with attention to detail.
• Ability to learn and adapt quickly to new technology platforms and tools.
• Effective communication skills for client interaction and team collaboration.
• Prior experience or familiarity with financial planning software is a plus but not required; willingness to develop technical proficiency is essential.
• Demonstrated ability to work independently while supporting team objectives.
• Commitment to professional growth within the financial advisory industry.

This role is ideal for motivated individuals seeking a comprehensive learning experience in financial planning while contributing to a dynamic team environment. The Paraplanner development pathway builds proficiency across MWM's technology, planning process, client service model, onboarding, and advisor responsibilities, ultimately preparing team members for advancement into either a Lead Advisor or Strategy Advisor role. REQUIRES A SERIES 65/66 OR CFP DESIGNATION.

Pay: $65,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Work Location: In person