We are seeking a detail-oriented, client-focused Financial Planner / Paraplanner to deliver comprehensive financial planning and investment strategies to our high-net-worth clients. In this role, you will play a central part in building, analyzing, and presenting holistic financial plans while helping oversee an existing $50M book of business.

This position offers a strong blend of technical financial analysis, paraplanning operations, and direct client relationship management, with natural opportunities to grow into lead advisory responsibilities over time.

Key Responsibilities1. Comprehensive Financial Planning & Paraplanning

• Plan Construction & Analysis: Lead the creation of customized, end-to-end financial plans covering retirement accumulation/distribution, tax optimization, risk management, estate planning, and executive compensation.
• Scenario & Cash Flow Modeling: Utilize advanced planning software to build dynamic, real-time scenarios (e.g., stress-testing portfolios, Monte Carlo simulations, roth conversion analysis, and tax projection models).
• Deliverable Preparation: Prepare polished, clear, and actionable meeting materials, client roadmaps, and plan summaries for upcoming client reviews.
• Data Gathering & Discovery: Onboard new client financial data, analyze documents (tax returns, estate papers, insurance policies), and identify planning gaps or opportunities.

2. Portfolio Management & Implementation

• Strategy Alignment: Ensure client investment portfolios remain tightly aligned with their overarching financial plans and liquidity needs.
• Execution & Rebalancing: Work alongside senior team members to handle rebalancing, tax-loss harvesting, and cash flow requests across client accounts.
• Research & Reporting: Monitor market trends, evaluate investment solutions, and construct regular performance reports.

3. Client Relationship Management & Team Support

• Direct Client Interaction: Participate in client discovery and plan delivery meetings, stepping in as the primary technical subject matter expert for planning questions.
• Follow-Through & Action Items: Manage post-meeting action items, including plan updates, account adjustments, and coordination with outside professionals (CPAs, estate attorneys).
• Organic Growth: Deepen existing client relationships by identifying additional planning needs, held-away assets, and warm referral opportunities.

4. Compliance & Process Optimization

• Ensure all financial planning processes and client records adhere to industry regulations and SEC guidelines.
• Continuously refine financial planning templates, paraplanning workflows, and tech stack integration to improve client experience and operational efficiency.

Qualifications & SkillsRequired:

• Experience: 2–5+ years of direct experience in financial planning, paraplanning, or wealth management.
• Software Proficiency: Hands-on experience with core financial planning platforms (e.g., eMoney, RightCapital, or MoneyGuidePro) and custodians/reporting tools
• Technical Expertise: Strong foundational knowledge of personal tax planning, estate concepts, retirement income strategies, and asset allocation.
• Communication: Exceptional ability to translate complex financial and tax concepts into clear, understandable language for clients.

Certifications & Education:

• CFP® Designation (or actively coursework-complete / sitting for the exam) strongly preferred.
• Series 65 or equivalent (Series 7 & 66 combined).
• Bachelor’s degree in Financial Planning, Finance, Accounting, or a related field.

What We Offer

• Competitive Compensation: Salary + bonus structure tied to plan quality and client retention (with upside for warm organic growth).
• Comprehensive Benefits: Health, dental, vision, and retirement plan with company match.
• Career Advancement: Clear pathway from Paraplanner / Associate Planner to Lead Wealth Advisor.
• Professional Growth: Full support and sponsorship for continuing education, CFP® maintenance, and advanced credentials.
• Tech-Forward Environment: A collaborative team leveraging top-tier wealth tech to deliver an exceptional client experience.

Job Types: Full-time, Permanent

Pay: $80,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off

Work Location: Hybrid remote in Gilbert, AZ 85296