Paraplanner
Job Summary
Key Deliverables and Responsibilities
Spire Outsourcing is a financial services support firm that specializes in outsourced financial plan construction for financial advisors. The company helps advisors save time by handling behind-the-scenes planning work such as data analysis and comprehensive plan development. Backed by experienced financial planning leadership and affiliated with Cambridge Investment Research as a majority owner, Spire positions itself as an extension of an advisorâs team, delivering high-quality, compliant financial plans efficiently and securely.
Weâre seeking a detail-oriented Paraplanner to support financial advisors by preparing financial plans, conducting research, and ensuring accurate, compliant client documentation. This is a part-time, fully remote role ideal for someone who enjoys analytical work and collaboration in a fast-paced financial planning environment.
What Youâll Do
Prepare and support comprehensive financial plans and client recommendations
Analyze client data (income, assets, liabilities, cash flow)
Research investment, retirement, and insurance products
Prepare meeting materials, reports, and supporting documentation
Maintain accurate client records and assist with account updates and paperwork
Collaborate closely with financial advisors on ongoing plan reviews
What We Are Looking For
What Weâre Looking For
2+ years of experience in financial planning, wealth management, or related field
Strong analytical, organizational, and communication skills
Proficiency with spreadsheets and financial planning software
Ability to work independently in a remote environment
CFPÂŽ preferred but not required
Why Join Us
Hourly Rate: $22/hour
100% remote flexibility
Meaningful role supporting client financial success
Collaborative, high-service professional environment
Apply To This Job
Key Deliverables and Responsibilities
Spire Outsourcing is a financial services support firm that specializes in outsourced financial plan construction for financial advisors. The company helps advisors save time by handling behind-the-scenes planning work such as data analysis and comprehensive plan development. Backed by experienced financial planning leadership and affiliated with Cambridge Investment Research as a majority owner, Spire positions itself as an extension of an advisorâs team, delivering high-quality, compliant financial plans efficiently and securely.
Weâre seeking a detail-oriented Paraplanner to support financial advisors by preparing financial plans, conducting research, and ensuring accurate, compliant client documentation. This is a part-time, fully remote role ideal for someone who enjoys analytical work and collaboration in a fast-paced financial planning environment.
What Youâll Do
Prepare and support comprehensive financial plans and client recommendations
Analyze client data (income, assets, liabilities, cash flow)
Research investment, retirement, and insurance products
Prepare meeting materials, reports, and supporting documentation
Maintain accurate client records and assist with account updates and paperwork
Collaborate closely with financial advisors on ongoing plan reviews
What We Are Looking For
What Weâre Looking For
2+ years of experience in financial planning, wealth management, or related field
Strong analytical, organizational, and communication skills
Proficiency with spreadsheets and financial planning software
Ability to work independently in a remote environment
CFPÂŽ preferred but not required
Why Join Us
Hourly Rate: $22/hour
100% remote flexibility
Meaningful role supporting client financial success
Collaborative, high-service professional environment
Apply To This Job