Virtual Para Planner
About MainStreet Financial Planning
MainStreet Financial Planning is an independent, fee-only firm offering collaborative, educational financial planning without product sales or investment management. Our unique Money Roadmap process helps clients create flexible, engaging plans that support long-term success.
About the Role
We are seeking a motivated, detail-oriented paraplanner to support our team of CFP® professionals in serving existing and prospective clients. This is a fully remote position ideal for someone passionate about financial planning and committed to high ethical standards.
- Key Responsibilities
- Support CFP® advisors with client servicing and meeting preparation
- Run financial planning projections and reports (MoneyGuidePro, Holistiplan, etc.)
- Input and maintain client data (WealthBox, ShareFile, Excel, Zoom, Slack)
- Assist with research and financial plan development
- Contribute to a collaborative and innovative team environment
- Qualifications
- Minimum 2 years of financial planning experience
- Preferred: FPQP, AFC®, or MQFP® candidate
- Strong analytical, organizational, and communication skills
- Self-motivated and able to manage deadlines in a remote setting
- Detail-oriented with a commitment to teamwork
- Compensation
- W2 position
- Starting salary: $57,000/year
- Mentorship and professional development opportunities
- Along with your resume, include a cover letter with a 3–4 paragraph message explaining:
- Why you are the best fit for this position
- Your professional background
- Your career aspirations
Applications will be accepted until the position is filled.
MainStreet Financial Planning is an equal opportunity employer.
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