Paraplanner / Operations Associate

Job Description: Paraplanner & Operations Associate (Part-Time Contract Role with Potential for Growth)Who We ArePearl Wealth is a woman-owned, fee-only financial planning and wealth management firm serving values-driven individuals, families, and private foundations across the United States. We provide highly personalized financial planning and investment management with a focus on helping clients align their wealth with their values and long-term goals.We are seeking a self-motivated, detail-oriented professional to become a strategic right hand and operational partner to the founder, supporting a variety of business, client service, financial planning, and operational initiatives.This is ideally a Colorado-based hybrid role. Candidates located in the Denver/Boulder metro area are strongly preferred, with availability for in-person collaboration approximately one day per week.Our culture is authentic, dynamic, collaborative, and proudly non-corporate. We bring deep expertise while fostering a warm, thoughtful, and high-integrity work environment.Our Core Beliefs and ValuesAt Pearl Wealth, we believe financial security and abundance are foundational to personal growth and well-being. It is difficult to focus on higher-order goals, meaning, creativity, or purpose when overwhelmed by financial stress.We love empowering clients on their financial journey, leveraging legal, CFP®, and investment expertise to provide tailored solutions. We also believe money can be a force for positive impact, helping clients align their wealth with the world they want to help create.We are committed to delivering an exceptional, high-touch client experience while continuously improving systems, processes, and operational efficiency.To learn more about our firm, visit Pearl Wealth.Impact of This RoleThis role is designed to support the Financial Advisor in optimizing multiple aspects of the business, including operations, client service, financial planning, investment research, and strategic growth initiatives.The ideal candidate is highly organized, proactive, emotionally intelligent, technologically capable, and able to independently move projects forward while maintaining exceptional attention to detail.We strive to deliver an elegantly simple, responsive, and deeply personalized client experience, leveraging technology and scalable systems to support growth while preserving service quality.Key Responsibilities·      Enhance and implement scalable systems to optimize business operations and workflow efficiency ·      Help deliver a high-touch, five-star client experience utilizing technology and strong follow-through ·      Assist with financial planning analysis, investment research, and client preparation work ·      Prepare client communications, presentation materials, reports, and meeting summaries ·      Document and track client action items and ongoing financial planning priorities ·      Help ensure important projects, deadlines, and client follow-ups do not fall through the cracks ·      Collaborate on firm strategy, operational improvements, and long-term growth initiatives ·      Assist with special projects and operational problem-solving as the firm evolves Qualifications·       3+ years of experience in financial services preferred, though we are open to strong candidates with transferable skills and alignment with our values ·       Bachelor’s degree required ·       CFP® certification (or progress toward certification) preferred ·       Series 65 or 66 is a plus but not required ·       Strong written and verbal communication skills with a client-centric mindset ·       Excellent organizational skills, attention to detail, and follow-through ·       Ability to work independently and proactively in a hybrid work environment ·       Strong judgment, professionalism, discretion, and commitment to client confidentiality ·       Comfortable learning and utilizing financial technology platforms ·       Experience with project management, operations, or process improvement is a plus  Technology We UseSchwab Advisor Center, Advyzon, MoneyGuidePro, Holistiplan, Microsoft 365, Jump.ai, Adobe, and PowerPoint.We are committed to leveraging thoughtful, cutting-edge technology to streamline operations and enhance the client experience.Compensation & Structure·       Approximately 15-20 hours per week to start, with potential for growth over time based on mutual interest and business needs ·       90-day initial contract period, with opportunity for longer-term engagement ·       Hybrid work structure with approximately one in-office collaboration day per week ·       1099 contractor arrangement initially with potential for W2·       Competitive compensation: approximately $35-$75/hour depending on experience and qualifications ·       Professional development support may be available for the right candidate, including CFP® coursework and continuing education How to ApplyPlease submit your resume, cover letter, and responses to the pre-screening questions below to planning@pearlwealth.net.Please include: “Paraplanner & Operations Associate Application - [Your Name]” in the subject line.Applications will be reviewed on a rolling basis. Pre-Screening Questions(Required for Consideration)1.     What experience do you have supporting financial advisors or working within financial services, and which financial software tools have you used? 2.     Imagine you were asked to improve a key operational process within a boutique RIA (for example: client onboarding, investment model updates, or tracking planning deliverables). How would you approach evaluating and improving the process? 3.     What experience do you have managing client follow-up, operational details, and ensuring important tasks or projects stay organized and on track? 4.     Why are you interested in working with a boutique, values-driven wealth management firm like Pearl Wealth? Applications submitted without responses to these questions will not be considered.