[Remote] Paraplanner

Note: The job is a remote job and is open to candidates in USA. Spire Outsourcing is a financial services support firm that specializes in outsourced financial plan construction for financial advisors. They are 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.ResponsibilitiesPrepare and support comprehensive financial plans and client recommendationsAnalyze client data (income, assets, liabilities, cash flow)Research investment, retirement, and insurance productsPrepare meeting materials, reports, and supporting documentationMaintain accurate client records and assist with account updates and paperworkCollaborate closely with financial advisors on ongoing plan reviewsSkills2+ years of experience in financial planning, wealth management, or related fieldStrong analytical, organizational, and communication skillsProficiency with spreadsheets and financial planning softwareAbility to work independently in a remote environmentCFP® preferred but not requiredBenefits100% remote flexibilityMeaningful role supporting client financial successCollaborative, high-service professional environmentCompany OverviewDo you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. It was founded in 1981, and is headquartered in Fairfield, Iowa, USA, with a workforce of 501-1000 employees. Its website is http://www.joincambridge.com.Company H1B SponsorshipCambridge Investment Research, Inc. has a track record of offering H1B sponsorships, with 3 in 2025, 7 in 2024, 6 in 2023, 5 in 2022, 10 in 2021, 13 in 2020. Please note that this does not guarantee sponsorship for this specific role.