Retirement Paraplanner

Are you passionate about helping clients achieve their retirement goals through precise financial analysis and planning? We are seeking a highly detailed and innovative Retirement Paraplanner to support our Retirement Planners in delivering outstanding service and strategic advice. If you thrive in a collaborative environment, excel at under-the-hood analytical work, and enjoy making a meaningful impact on clients’ financial futures, this opportunity is for you. Take the next step in your career by applying now and joining a dedicated team focused on excellence in retirement planning. Apply today! 

Work Model:

• Remote
• 40 hours per week
• Monday – Friday
• 8:00 AM – 5:00 PM

What You Will Do:

• Conduct detailed analysis of client and prospect financial data to identify patterns and opportunities
• Support the development of comprehensive, personalized retirement strategies aligned with client goals
• Assist in modeling financial scenarios and assessing potential plan outcomes
• Research investment options, insurance products, and market trends to strengthen recommendations
• Prepare all materials for client meetings, including reports and presentations, ensuring accuracy and professionalism
• Coordinate pre-visit communications to gather necessary updates and documents from clients
• Maintain organized and compliant client records, updating financial plans and documentation regularly
• Ensure adherence to industry regulations and internal standards in all work
• Collaborate with team members to support department goals and operational efficiency

What You Will Need to Be Successful:

• Proven experience supporting retirement or financial planners with analysis and plan preparation
• Strong attention to detail and high level of accuracy in data review and documentation
• Excellent written and verbal communication skills
• Proficiency in financial planning software such as Retirement Analyzer and Nitrogen
• Familiarity with CRM systems like Salesforce for data management
• Knowledge of financial and retirement planning strategies and industry regulations
• Ability to interpret financial statements, tax returns, and investment reports
• Strong analytical skills with the ability to model financial scenarios effectively
• Self-motivated with a commitment to continuous learning and professional development
• Agile and able to anticipate potential issues proactively

Benefits Overview:

• Health insurance
• PTO
• 401k

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepalmergroup.com.