Para-Planner
The LifeWealth Group — United States
Posted: 2026-10-12
Job Description
• Full-time Para-Planner role in wealth management and financial services, serving high-net-worth planning needs.
• Supports financial planners with case preparation, financial plan inputs, cash flow projections, net worth statements, portfolio reports, and investment research.
• Manages client data, CRM records, paperwork, transfers, account maintenance, meeting notes, recap emails, and follow-up tasks.
• Requires a Bachelor’s degree, preferably in Finance, Financial Planning, or a related field, plus 1–3 years of relevant experience preferred.
• Must be able to pursue the FL 2-15 Life, Health & Variable Annuity license and Series 7 plus Series 65 or Series 66 licenses; CFP® coursework or designation interest is a plus.