Insperity
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Licensed Paraplanner
role at
Insperity .
Are you ready to make a meaningful impact in people’s lives, one financial plan at a time? Our client is seeking a licensed Paraplanner who brings precision, initiative, and a client‑first mindset to our vibrant, full‑service advisory team. You’ll collaborate directly with our financial advisor, preparing comprehensive plans, conducting research, and ensuring every client’s data and strategy are in perfect shape—starting with a 6‑month probationary period. If you thrive in a fast‑paced, high‑expectation environment and believe in going the extra mile, this is the role for you.
Best‑in‑Class Benefits and Culture
Comprehensive health coverage: Medical, dental, and vision insurance provided
Robust retirement planning: 401(k) plan available with employer matching
Financial security: Life and disability insurance for added protection
Flexible financial options: Health savings and flexible spending accounts offered
Well‑being and work‑life balance: Paid time off and flexible schedule
Qualifications
Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field, with at least 5 years of experience in financial planning, wealth management, or a client service advisory environment.
FINRA Series 7 and 66 (or 65 & 63) licenses required; Life, Health, and Variable Insurance licenses preferred or in progress.
Solid proficiency in eMoney, Microsoft Office Suite, CRM platforms, and financial planning or FinTech tools; ability to quickly adapt to emerging technologies and AI efficiency applications.
Solid analytical, organizational, and communication skills with strong attention to detail, initiative, and the ability to work independently or collaboratively in a fast‑paced environment.
Solid English language skills; able to read, write, and communicate professionally with clients and colleagues. Occasional travel may be required for client meetings, conferences, training or firm events both local and out of state.
CFP® coursework completed or in progress preferred
Responsibilities
Develop and maintain financial plans: Prepare and update comprehensive financial plans, investment proposals, and retirement projections using tools like eMoney under the direction of the financial professional.
Analyze and organize client data: Gather, verify, and interpret client financial information, including assets, liabilities, income, expenses, and risk tolerance, to support plan accuracy.
Execute trades and transactions: Process trades and model rebalancing for investment accounts in accordance with the advisor’s documented instructions.
Support client meetings and onboarding: Prepare meeting materials, assist in onboarding new clients, take detailed meeting notes, and manage post‑meeting follow‑ups.
Ensure compliance and service excellence: Maintain adherence to regulatory and firm policies while coordinating client service requests and helping resolve issues efficiently.
About Our Client Our client’s primary purpose is simple yet profound: to deliver tailored, high‑impact financial solutions that help individuals envision and achieve a meaningful, purpose‑driven future. They believe in a team‑based approach that brings together diverse backgrounds, education, and experience to ensure each client receives a strategy designed specifically for their goals. Their team provides undivided attention from planning through execution and ongoing follow‑up, anticipating challenges, identifying opportunities, and maintaining a firm focus on client success. Serving primarily pre‑retirees and retirees, our client understands that sound decisions today shape a secure tomorrow, which is why their professionals are dedicated to helping clients make informed choices with confidence.
Join Our Team as a Licensed Paraplanner Take your financial planning expertise to the next level and make a real impact on clients’ futures. Bring your skills, initiative, and passion to a collaborative, fast‑paced team where your work drives results and inspires confidence.
We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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Licensed Paraplanner
role at
Insperity .
Are you ready to make a meaningful impact in people’s lives, one financial plan at a time? Our client is seeking a licensed Paraplanner who brings precision, initiative, and a client‑first mindset to our vibrant, full‑service advisory team. You’ll collaborate directly with our financial advisor, preparing comprehensive plans, conducting research, and ensuring every client’s data and strategy are in perfect shape—starting with a 6‑month probationary period. If you thrive in a fast‑paced, high‑expectation environment and believe in going the extra mile, this is the role for you.
Best‑in‑Class Benefits and Culture
Comprehensive health coverage: Medical, dental, and vision insurance provided
Robust retirement planning: 401(k) plan available with employer matching
Financial security: Life and disability insurance for added protection
Flexible financial options: Health savings and flexible spending accounts offered
Well‑being and work‑life balance: Paid time off and flexible schedule
Qualifications
Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field, with at least 5 years of experience in financial planning, wealth management, or a client service advisory environment.
FINRA Series 7 and 66 (or 65 & 63) licenses required; Life, Health, and Variable Insurance licenses preferred or in progress.
Solid proficiency in eMoney, Microsoft Office Suite, CRM platforms, and financial planning or FinTech tools; ability to quickly adapt to emerging technologies and AI efficiency applications.
Solid analytical, organizational, and communication skills with strong attention to detail, initiative, and the ability to work independently or collaboratively in a fast‑paced environment.
Solid English language skills; able to read, write, and communicate professionally with clients and colleagues. Occasional travel may be required for client meetings, conferences, training or firm events both local and out of state.
CFP® coursework completed or in progress preferred
Responsibilities
Develop and maintain financial plans: Prepare and update comprehensive financial plans, investment proposals, and retirement projections using tools like eMoney under the direction of the financial professional.
Analyze and organize client data: Gather, verify, and interpret client financial information, including assets, liabilities, income, expenses, and risk tolerance, to support plan accuracy.
Execute trades and transactions: Process trades and model rebalancing for investment accounts in accordance with the advisor’s documented instructions.
Support client meetings and onboarding: Prepare meeting materials, assist in onboarding new clients, take detailed meeting notes, and manage post‑meeting follow‑ups.
Ensure compliance and service excellence: Maintain adherence to regulatory and firm policies while coordinating client service requests and helping resolve issues efficiently.
About Our Client Our client’s primary purpose is simple yet profound: to deliver tailored, high‑impact financial solutions that help individuals envision and achieve a meaningful, purpose‑driven future. They believe in a team‑based approach that brings together diverse backgrounds, education, and experience to ensure each client receives a strategy designed specifically for their goals. Their team provides undivided attention from planning through execution and ongoing follow‑up, anticipating challenges, identifying opportunities, and maintaining a firm focus on client success. Serving primarily pre‑retirees and retirees, our client understands that sound decisions today shape a secure tomorrow, which is why their professionals are dedicated to helping clients make informed choices with confidence.
Join Our Team as a Licensed Paraplanner Take your financial planning expertise to the next level and make a real impact on clients’ futures. Bring your skills, initiative, and passion to a collaborative, fast‑paced team where your work drives results and inspires confidence.
We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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