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We’re a collaborative, client-first financial planning firm seeking a Paraplanner to join our Wilmington, NC office. This is an opportunity to build your career with a dedicated team committed to fiduciary care, professional development, and delivering a world-class client experience.


 

As a Paraplanner, you’ll work closely with lead advisors to support the delivery of high-quality financial advice and ensure an exceptional client experience. This role is ideal for someone early in their financial planning career who is pursuing the CFP® designation and looking to grow in a supportive and dynamic environment.


 

Key Responsibilities:

• Attend client meetings with lead advisors to take detailed notes and track action items

• Enter meeting summaries and to-dos into Redtail

• Prepare for meetings by gathering documents, reviewing accounts, and updating client profiles

• Build and update financial planning scenarios using eMoney

• Support onboarding of new clients

• Track prospective clients and opportunities in Redtail

• Assist 401(k) plan participants with service requests such as distributions, rollovers, and online access


 

Qualifications:

• Bachelor’s degree

• Actively pursuing CFP® certification

• Strong written and verbal communication skills

• Excellent attention to detail and organizational skills

• Self-motivated, team-oriented, and able to prioritize competing tasks

• Proficiency with financial planning software (eMoney) and CRM systems (Redtail) is a plus


 

What We Offer:

• Base salary starting at $50,000+ based on experience

• Performance-based bonus opportunities

• Health insurance with 50% of premiums covered

• 3.5% employer 401(k) match after 3 months

• Paid vacation and holidays

• One work from home Friday per month

• Career development and mentorship from senior advisors


 

Please note: This is a full-time, in-office position. Candidates must live within commuting distance of Wilmington, NC or be willing to relocate.


 

Apply here: https://bit.ly/43tudi1

Questions? Contact Caleb Brown: cbrown@newplannerrecruiting.com