Paraplanner

Job SummaryKey Deliverables and ResponsibilitiesSpire 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 advisor’s team, delivering high-quality, compliant financial plans efficiently and securely.We’re 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 You’ll DoPrepare 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 reviewsWhat We Are Looking ForWhat We’re Looking For2+ 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 requiredWhy Join UsHourly Rate: $22/hour100% remote flexibilityMeaningful role supporting client financial successCollaborative, high-service professional environment