We’re seeking a detail-oriented Paraplanner to join our financial planning team. In this role, you’ll assist our advisors by gathering data, building financial plans, and ensuring every client experience reflects our commitment to excellence. This is an ideal position for someone who enjoys problem-solving, teamwork, and continuous learning within a professional, client-focused environment.

Key Responsibilities:

• Gather and analyze client data, financial statements, and account information
• Prepare comprehensive financial plans and reports for advisor review
• Conduct product and investment research to support client recommendations
• Maintain CRM records and ensure accurate documentation of client interactions
• Assist with meeting preparation, follow-up tasks, and plan implementation steps

Qualifications:

• Bachelor’s degree in Finance, Accounting, or a related field (required)
• Progress toward CFP® certification preferred
• Strong analytical and organizational skills
• Proficiency with Microsoft Office and financial planning software (e.g., eMoney, RightCapital)
• Excellent written and verbal communication skills

Why Join Us:
As a Paraplanner, you’ll work closely with experienced advisors and gain hands-on exposure to comprehensive financial planning. We offer professional development opportunities, mentorship toward certification, and a supportive team culture that values integrity, growth, and collaboration.

We’re looking for a Certified Public Accountant (CPA) with a passion for proactive tax planning and client service. As a CPA Tax Advisor, you’ll work closely with our financial planning team to provide integrated, year-round tax guidance that supports each client’s long-term goals.

Key Responsibilities:

• Review and prepare individual and business tax returns
• Identify and implement tax-saving strategies across client portfolios
• Collaborate with financial advisors to ensure cohesive financial and tax planning
• Monitor changes in tax law and communicate relevant updates to the team
• Provide clients with practical, easy-to-understand recommendations

Qualifications:

• Active CPA license (required)
• Minimum 3 years of tax preparation and advisory experience
• Strong communication and organizational skills
• Experience working in financial planning or wealth management environments preferred

Why Join Us:
You’ll be part of a collaborative, growth-oriented team that values integrity, excellence, and client success. We offer flexible scheduling, competitive pay, and the opportunity to make a lasting impact on the lives of the clients we serve.