Paraplanner

Job Summary

Key Deliverables and Responsibilities

Spire 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 Do

• Prepare and support comprehensive financial plans and client recommendations

• Analyze client data (income, assets, liabilities, cash flow)

• Research investment, retirement, and insurance products

• Prepare meeting materials, reports, and supporting documentation

• Maintain accurate client records and assist with account updates and paperwork

• Collaborate closely with financial advisors on ongoing plan reviews

What We Are Looking For

What We’re Looking For

• 2+ years of experience in financial planning, wealth management, or related field

• Strong analytical, organizational, and communication skills

• Proficiency with spreadsheets and financial planning software

• Ability to work independently in a remote environment

• CFP® preferred but not required

Why Join Us

• Hourly Rate: $22/hour

• 100% remote flexibility

• Meaningful role supporting client financial success

• Collaborative, high-service professional environment

Originally posted on Himalayas