Lead Financial Planning Associate

About the Company

We specialize in retirement income planning, tax-efficient distribution strategies, Roth conversion planning, and helping families create predictable retirement outcomes. We believe great planning is proactive, disciplined, and implementation-focused.

About the Role

We are not looking for an administrative assistant, paperwork processor, or traditional paraplanner. We are looking for a Planning Quarterback—the person responsible for ensuring every retirement, tax, and Roth conversion strategy is accurately maintained, updated, and executed. This person will become the primary bridge between the Lead Advisor, clients, CPAs, and our planning team. Their role is to keep financial plans current as life changes and ensure recommendations are implemented correctly.

Responsibilities

...

Ready to Apply?

Submit your application today and join our talented team at Paraclete Wealth Partners.