Financial Paraplanner - Client Engagement & Presentation Support

Paraplanner – Client Engagement & Presentation Support Location: Brighton Headquarters – 1127 S Old US Hwy 23, Brighton, MI 48114 Type: Full-Time | On-site Reports to: Mark Zeigler IIAbout Main Financial GroupMain Financial Group is an independent wealth management firm focused on helping individuals and families preserve and protect their financial legacy. We combine strategy, service, and insight to deliver personalized financial plans aligned with each client’s goals and values. As we continue to grow, we are seeking a proactive, detail-oriented Paraplanner to join our Brighton team.Role OverviewThe Paraplanner plays a key role in supporting new business and enhancing the client experience. This position focuses on two core areas:Lead Qualification: Conduct brief, structured calls with prospective clients to assess fit, gather key information, and support onboarding into the planning processPresentation Development: Create customized, polished PowerPoint presentations to support advisor-led client meetingsThis is a highly collaborative, detail-driven role requiring strong communication skills and a clear understanding of the client journey.Key ResponsibilitiesProspect Discovery & Lead QualificationConduct 15-minute introductory calls with inbound leads using a structured scriptQualify prospects based on planning needs and alignment with firm services (non-sales role)Document call details and next steps in Wealthbox CRMCoordinate with advisors on lead status, follow-ups, and schedulingServe as a professional and welcoming first point of contactSales Meeting Presentation DevelopmentPrepare customized PowerPoint presentations for client meetingsTranslate financial data, goals, and insights into clear, client-friendly visualsMaintain consistent branding and formatting standardsCollaborate with advisors to align presentations with planning strategiesIdeal CandidateStrong communicator with a professional, engaging phone presenceHighly detail-oriented with excellent organizational skillsComfortable working with financial data and presenting it clearlyProactive, responsive, and able to manage multiple prioritiesTeam-oriented with strong time management QualificationsRequired:1–3 years of experience in financial planning, sales support, or advisory operationsProficiency in PowerPoint and creating high-quality presentationsBasic understanding of financial planning conceptsStrong communication skills and attention to detailPreferred:Experience with Wealthbox CRMExperience working with financial advisors or in a planning-focused firmWhy Join Us?Salary: $50,000 (negotiable based on experience)Employer-contributed health insurance plus optional dental and vision (waiting period applies)Supportive, high-accountability team environmentCareer development with access to industry tools and trainingOn-site role in our Brighton, MI headquartersOpportunity to directly impact client experience and firm growthTo apply, please send your resume and a brief cover letter to careers@mfgwm.com.