ONPOINT Business Solutions
About the Opportunity
Great financial advice is only as good as its execution. ONPOINT Business Solutions is partnering with a premier Columbus-based Registered Investment Advisor to locate a precision-focused professional who takes pride in building the financial foundation for success.
We are seeking a meticulous, organized and technologically savvy Paraplanner to serve as the operational anchor of the Client Advisory Team.
This is a career role for a professional who values stability, wants to deepen their expertise, and takes ownership of the sophisticated systems and efficiencies that drive a high-performing firm.
What You Will Do You will own the technical and operational side of the planning and administrative process, ensuring advisors can focus on strategy while you ensure the plan is executed flawlessly and on time.
Support the Planning Process:
Assist in generating planning reports, cash flow analyses, portfolio summaries, and scenario modeling under the direction of Advisors and Analysts. Data Integrity & Management:
Accurately input and maintain client financial data across Salesforce, Advyzon, and MoneyGuide Pro to ensure reporting accuracy. Retirement Plan Administration:
Handle data integrity for retirement plans (RPAG, Venrollment) and manage inquiries from plan sponsors and vendors. Meeting Preparation:
Prepare and assemble client meeting agendas, reports, and follow-up action items in accordance with established deadlines. Compliance & Records:
Ensure all client files and documentation are complete, compliant, and organized according to internal policies. Client Operations Support:
Serve as a point of contact for gathering essential client information and coordinating administrative requests. Take ownership of assigned tasks to support the overall efficiency and effectiveness of the Client Advisory Team.
Who You Are You are someone who finds satisfaction in getting it right. You prefer a structured environment where you can develop deep proficiency in your tools and processes. You are looking for a professional home where you can settle in, make a tangible impact, and be a valued expert on the team for the long term.
Required Qualifications Experience: 23 years of experience in financial services (Paraplanning, Client Service, Junior Advisor, or Operations). Education: Bachelor's degree in Finance, Business, Economics, or a related field. Tech Savvy: Proficiency with financial planning software (e.g., MoneyGuide Pro, eMoney, RightCapital) and CRM systems (Salesforce preferred). Fundamental understanding of 401(k), 403(b), and profit-sharing plan structures. Detail-Oriented: You have a natural intolerance for errors and a commitment to data integrity. Communication: Strong written and verbal skills; comfortable communicating professionally with successful business owners.
Preferred Qualifications FPQP (Financial Paraplanner Qualified Professional) designation. Experience with financial planning software (Holistiplan) or estate analysis tools (FP Alpha). Previous experience working specifically within an RIA environment.
Soft Skills & Traits A 'systems thinker' who enjoys creating and refining standard operating procedures (SOPs). High emotional intelligence with the ability to anticipate client needs before they are spoken. Comfortable working independently with minimal supervision once trained. A history of staying in roles for 3+ years, demonstrating loyalty and consistency. Thrives in a support role and derives satisfaction from enabling the success of the broader team. Demonstrated ability to apply deductive reasoning to solve or address client issues.
Why Join Our Client? Exclusive Niche: You will work with a fascinating client basebusiness owners who built their companies from scratch. Your work directly supports the people who build our economy. Professional Mastery: The firm invests in tools and training (including Trainual) to help you become a subject matter expert. Stability & Culture: As an Inc. 5000 recognized company, they offer a stable, high-performance environment where contributions are recognized and measured (e.g., 90% workflow completion target). Total Rewards: Competitive salary of $60,000 - $90,000 commensurate with experience, 401(k), comprehensive health benefits, and paid time off.
We are seeking a meticulous, organized and technologically savvy Paraplanner to serve as the operational anchor of the Client Advisory Team.
This is a career role for a professional who values stability, wants to deepen their expertise, and takes ownership of the sophisticated systems and efficiencies that drive a high-performing firm.
What You Will Do You will own the technical and operational side of the planning and administrative process, ensuring advisors can focus on strategy while you ensure the plan is executed flawlessly and on time.
Support the Planning Process:
Assist in generating planning reports, cash flow analyses, portfolio summaries, and scenario modeling under the direction of Advisors and Analysts. Data Integrity & Management:
Accurately input and maintain client financial data across Salesforce, Advyzon, and MoneyGuide Pro to ensure reporting accuracy. Retirement Plan Administration:
Handle data integrity for retirement plans (RPAG, Venrollment) and manage inquiries from plan sponsors and vendors. Meeting Preparation:
Prepare and assemble client meeting agendas, reports, and follow-up action items in accordance with established deadlines. Compliance & Records:
Ensure all client files and documentation are complete, compliant, and organized according to internal policies. Client Operations Support:
Serve as a point of contact for gathering essential client information and coordinating administrative requests. Take ownership of assigned tasks to support the overall efficiency and effectiveness of the Client Advisory Team.
Who You Are You are someone who finds satisfaction in getting it right. You prefer a structured environment where you can develop deep proficiency in your tools and processes. You are looking for a professional home where you can settle in, make a tangible impact, and be a valued expert on the team for the long term.
Required Qualifications Experience: 23 years of experience in financial services (Paraplanning, Client Service, Junior Advisor, or Operations). Education: Bachelor's degree in Finance, Business, Economics, or a related field. Tech Savvy: Proficiency with financial planning software (e.g., MoneyGuide Pro, eMoney, RightCapital) and CRM systems (Salesforce preferred). Fundamental understanding of 401(k), 403(b), and profit-sharing plan structures. Detail-Oriented: You have a natural intolerance for errors and a commitment to data integrity. Communication: Strong written and verbal skills; comfortable communicating professionally with successful business owners.
Preferred Qualifications FPQP (Financial Paraplanner Qualified Professional) designation. Experience with financial planning software (Holistiplan) or estate analysis tools (FP Alpha). Previous experience working specifically within an RIA environment.
Soft Skills & Traits A 'systems thinker' who enjoys creating and refining standard operating procedures (SOPs). High emotional intelligence with the ability to anticipate client needs before they are spoken. Comfortable working independently with minimal supervision once trained. A history of staying in roles for 3+ years, demonstrating loyalty and consistency. Thrives in a support role and derives satisfaction from enabling the success of the broader team. Demonstrated ability to apply deductive reasoning to solve or address client issues.
Why Join Our Client? Exclusive Niche: You will work with a fascinating client basebusiness owners who built their companies from scratch. Your work directly supports the people who build our economy. Professional Mastery: The firm invests in tools and training (including Trainual) to help you become a subject matter expert. Stability & Culture: As an Inc. 5000 recognized company, they offer a stable, high-performance environment where contributions are recognized and measured (e.g., 90% workflow completion target). Total Rewards: Competitive salary of $60,000 - $90,000 commensurate with experience, 401(k), comprehensive health benefits, and paid time off.