Para-planner Prudent Investors is seeking a detail-driven Para-planner to support three Financial Advisors with financial planning, trading, portfolio management, client transactions, research, analysis, and documentation. Prudent Investors is a boutique wealth management firm providing thoughtful, high-touch financial guidance to individuals and families. We help clients navigate complex financial decisions through personalized planning, strategic investment management, and a long-term perspective. This role is ideal for someone who enjoys turning financial strategy into precise execution and takes pride in keeping client and investment workflows accurate, organized, and moving forward. In this role, you will help prepare client recommendations, support investment and portfolio activity, coordinate transactions and paperwork, maintain accurate documentation, and ensure key follow-through happens with care and professionalism. The ideal candidate is analytical, organized, service-minded, and comfortable managing details in a fast-paced financial services environment. You should enjoy working behind the scenes to support advisors, strengthen client service, and help deliver an exceptional wealth management experience. Responsibilities Client Experience & Front‑Office SupportTrading and portfolio implementationClient transactions and paperwork executionFinancial planning ownership and plan maintenanceInvestment analysisProducing investment policy statement Trading & Transactions Execute client trades per client or advisor direction and firm policy. Timely execution is required.Process transactions; contributions, distributions, transfers, rollovers, reallocations, and exchanges.Monitor pending trades and resolve discrepancies or errors. Confirm prior orders completed correctly.Keep up to date with state of the market and economy for discussing with clients and developing investment recommendations. Client Meeting Preparation Responsible for crafting investment recommendations or strategies for client’s unique situations (including but not limited to reducing concentration in highly appreciated stock, tax loss harvesting, and planning for liquidity events)Preparation of performance ahead of client meetingsParticipate in client meetings as needed, assist with new client onboarding.Ensure client contributions and required minimum distributions are completed prior to their deadlines. Investment Management Conduct analysis to support updates to investment models and portfolio strategies.Analyze performance, risk characteristics, and allocation changes for existing models.Assist in evaluating potential investment replacements or additions.Participate in model maintenance decisions based on market conditions, tax efficiency, and client applicability.Prepare summaries and analysis to support advisor decision‑making and client communication. Paperwork & Documentation Responsible for quarterbacking the financial planning process of the business, including data gathering and delivery in line with client meetings.Prepare, process, and track all client paperwork (account openings, maintenance, transfers, planning documents).Confirm documentation completeness, accuracy, and proper execution.Maintain well‑organized and compliant digital client files.Adhere to the office standards of conduct and maintain compliance with Prudent Investors Qualifications Bachelor’s degree in finance, Business, or related field preferred Minimum 3 years of experience in financial services, wealth management, or financial planning support Experience with trading, client transactions, and account paperwork Strong analytical, organizational, and written communication skills High attention to detail and ability to manage complex workflows independently Series 65 preferred, but not required; firm may assist with licensing Preferred Experience Prior Paraplanner or Planning Associate experience Familiarity with financial planning software, custodial platforms, CRMs, and portfolio analytics tools Benefits Base Pay SalaryThe salary will be $72,000-$80,000/ year Prudent Investors is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by applicable law.