Paraplanner

Hiring a Paraplanner

We are seeking a Full-Time Paraplanner to join our team at Fidelis Financial Strategies.

This role delivers technical analysis and comprehensive financial plan construction.

Position Details

• Employment Type: Full-Time
• Work Location: In-office
• Base Salary: $40,000 – $70,000 (Based on experience)
• Target Bonuses: Eligible for quarterly performance bonuses

Core Responsibilities

• Construct financial plans: Input asset, liability, and tax data into planning software.
• Run scenario modeling: Simulate retirement readiness, cash flow, and estate strategies.
• Draft planning summaries: Write concise, compliant strategy documents for client presentations.
• Conduct investment research: Analyze portfolio allocations, fee structures, and historical performance.
• Manage compliance workflows: Prepare necessary regulatory paperwork and audit trails for advisors.
• Execute trading tasks: Process portfolio rebalancing and trade execution under advisor direction.
• Client communication: Facilitate all indirect contacts – monthly emails and letters
• Prepare annual client updates: Organize, create and update client plans and tasks, in preparation for and as result of client meetings.
• Coordinate New Client On-Boarding: Set the direction for all actions and steps to smoothly and efficiently onboard new clients.

Required Qualifications

• Preferred Experience level: 2 years of financial planning or industry experience.
• Preferred education: Financial Management or related bachelor’s degree
• Optional credentials: Series 65, Series 6 or SIE or S7/ Life and Health License/ Active Certified Financial Planner (CFP) designation or passing score on the CFP exam preferred.
• Preferred Software expertise: eMoney, Zephyr, Word, Excel, Orion, Holistiplan.
• Relationship Management systems: Experience managing tasks within Wealthbox, or similar.
• Communication skills: Ability to explain complex tax and investment concepts clearly in written format.

Benefits & Growth

• Healthcare coverage: Health Savings Account contribution to employees that have personal health insurance policies
• Retirement planning: SIMPLE IRA with 3% match after 1 year employment
• Vacation and Holidays: Paid time off for vacations, holidays, and sick time off after 90 days
• Tuition reimbursement: Paid professional development, CE credits, and conference attendance.
• Career path: Direct advancement track to Staff Advisor.