Financial Paraplanner

Paraplanner

Are you ready to bring your corporate finance, FP&A, accounting, or data analysis expertise to a flexible, family-focused role? At our firm, you’ll help families make the most of their money and live life on their own terms.

As a Paraplanner, you’ll directly report to our CEO and Lead Wealth Advisor in delivering financial clarity, confidence, and calm. This flexible role (part-time or full-time) focuses on technical excellence, process improvement, and meaningful family impact.

Why Career-Changers Thrive Here

We’re seeking analytical, organized professionals ready to make a direct impact on other families. Ideal backgrounds include:

1. Corporate Finance/FP&A: Skilled in forecasting, budgeting, and strategy.
2. Accounting: Proficient in tax strategy, compliance, and financial statements.
3. Data Analysis/Business Intelligence: Experienced in turning data into actionable insights.

No prior financial planning experience necessary. If you have strong quantitative skills, and a desire to learn, we can help you succeed.

Why You’ll Love This Role

1. Flexibility: Work remotely, part-time or full-time, with quarterly in-person collaboration.
2. Impact: Directly help families change the trajectory of their lives and feel more calm, organized, and energized about their finances.
3. Growth: Develop professionally and advance into a more senior roles.
4. Mission-Driven: Join a team focused on empowering families to make the most of their money and live the lives they choose.

About Us

Our firm serves first-generation high earners as their family's personal CFO, providing coordinated investment strategy, tax strategy, and financial planning, services. Launched in 2021 by a Harvard / McKinsey / Facebook alum, we are a fast-growing, independent, and 100% employee-owned.

Unlike most advisory firms serving retirees or ultra-wealthy families, our firm serves up-and-coming high-earners who are the first in their families to accumulate wealth at an accelerated pace, and are in their prime earning and family years. Our mission is rooted in "families serving families"—we understand the challenges and opportunities families face because we’re living them, too.

We bundle three core pillars into a single offering, acting as a family’s personal CFO and trusted partner:

1. Investment Management: Help families build a personalized investment allocation for their specific "use by" dates for the money, that is low-cost and tax-efficient, and proactively manage their investments day-to-day.
2. Tax Strategy: Proactively navigating the complex tax code to maximize relevant savings for each family, and coordinate investment and tax strategies.
3. Financial Planning: Help families define their priorities, track their progress towards their goals, build cash flow and net worth projections, prioritize how to make the most of savings, and optimize decisions on insurance, estate planning, debt, employee benefits, college savings, and charitable giving.

Qualifications:

1. Experience in corporate finance, FP&A, accounting, or data analysis.
2. Advanced Excel skills.
3. Bachelor’s degree, ideally in STEM.
4. Strong analytical and organizational skills with a focus on accuracy and efficiency.
5. An interest in personal finance (e.g., FIRE movement, tax strategy, equity compensation, and holistic financial planning)
6. Family-focused and aligned with our mission

Compensation and Benefits

1. Full-Time W-2 position: $65,000-$90,000, depending on experience, with performance-based bonus
2. Part-Time W-2 position: $30-$45/hour, with performance-based bonus
3. Philosophy: We pay above market rates to attract top talent.

In addition we provide generous benefits including:

1. Professional Development: $2,000 annual stipend for certifications, conferences, and training.
2. Work-Life Balance: Open PTO, flexible hours, no-meeting Thursdays, fun quarterly team offsites, bi-weekly “lunch and learns”, and generous parental leave
3. Family Support: 529 matching contributions for educational savings plans; annual complimentary financial analysis
4. Health insurance: Up to $500/month towards health insurance premiums

Job Responsibilities:

(1) Financial Planning and Analysis:

1. Build and update financial plans using in-house tools and software.
2. Perform advanced Excel analyses (e.g., cash flow projections, stock option strategies, and insurance optimization) to deliver actionable recommendations.
3. Use your expertise to simplify complex financial topics for clients, translating insights into clear next steps.

(2) Financial Research and Support:

1. Research topics like tax strategy, equity compensation, and estate planning.
2. Maintain and expand knowledge databases to improve the firm’s efficiency.

(3) Automation and Scalability:

1. Collaborate with our software engineer to streamline processes and reduce manual tasks.
2. Help automate analyses and workflow,, to enable us to serve even more families at lower costs.