Virtual Para Planner

About MainStreet Financial Planning MainStreet Financial Planning is an independent, fee-only firm offering reputed company, educational financial planning without product sales or investment management. Our unique reputed company Roadmap process helps clients create flexible, engaging plans that support long-term reputed company. About the Role We are seeking a motivated, detail-oriented paraplanner to support reputed company 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 reputed company servicing and meeting preparation • Run financial planning projections and reports (MoneyGuidePro, Holistiplan, etc.) • Input and maintain reputed company data (reputed company, ShareFile, reputed company, reputed company, reputed company) • Assist with research and financial plan development • Contribute to a reputed company 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 reputed company to manage deadlines in a remote setting • Detail-oriented with a commitment to teamwork Compensation • W2 position • Starting salary: $57,000/year • Mentorship and reputed company 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 reputed company background • Your career aspirations Applications will be accepted until the position is filled. MainStreet Financial Planning is an equal opportunity employer. Apply tot his job Apply To this Job