Licensed Paraplanner
Cadence Wealth Management Solutions, LLC
Rochester, NYJobSeen 6 days agoSeen in employer's feed 6 days ago
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At a glance
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Requirements
Credentials this posting asks for.
Job overview
The Licensed Paraplanner supports financial advisors by preparing comprehensive financial plans, researching products and portfolios, and maintaining accurate client data. The role also assists with client meetings and follow-up, handles account paperwork and service requests, and coordinates with custodians and operations. Candidates need active securities and/or insurance licensing and at least two years of relevant experience; CFP coursework and RIA or wealth-management experience are preferred.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
Order#: NY1721968 Licensed Paraplanner Key Responsibilities Financial Plan Support Prepare comprehensive financial plans, including retirement projections, cash flow analysis, insurance reviews, and investment allocation summaries. Conduct product and portfolio research to support advisor recommendations. Update financial planning software with accurate client data and scenario analysis. Client Service & Advisor Support Assist advisors in preparing for client meetings with reports, illustrations, and plan summaries. Draft follow-up communications after client meetings and track action items to completion. Respond to internal inquiries regarding plan details, documentation, and data accuracy. Administrative & Compliance Maintain and update client files in accordance with regulatory and firm standards. Prepare required paperwork for account openings, transfers, and service requests. Coordinate with custodians and internal operations to resolve account-related issues. Required Qualifications Active securities and/or insurance licensing (e.g., Series 65, Series 66, or state insurance license). 2+ years of experience in financial planning, paraplanning, or related roles. Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital). Strong understanding of retirement planning, investment principles, risk management, and basic tax concepts. Exceptional attention to detail and organizational skills. Strong written and verbal communication abilities. Preferred Qualifications CFP coursework completed or willingness to pursue CFP certification. Experience working in a registered investment advisory (RIA) or wealth management firm. Advanced Excel skills and comfort working with financial models. What We Offer Competitive salary and performance-based bonuses. Professional development and education reimbursement (including CFP track). Comprehensive benefits package (health, retirement plan, PTO). A collaborative, supportive team environment. Opportunities for advancement within financial planning or advisory roles.
How this job compares
Set against the 1,161 open Financial Planning jobs on Olive Jobs, counted October 27, 2026.
- Pay
- This postingNot listed
- New York median$110–160K/yr117 salary ranges
- US median$25–27/hr31 hourly ranges
- Openings
- Olive Jobs lists 137 open Financial Planning jobs in New York and 1,161 across the US. 4% of them nationwide are listed as remote or flexible.
- Experience
- This posting asks for at least 2 years of experience — less than three in four Financial Planning postings that state a minimum ask for (median 5 years, across 996 postings).
- Education
- 618 of the 1,161 open Financial Planning jobs (53%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on October 27, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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