Note: The job is a remote job and is open to candidates in USA. Spire Outsourcing is a financial services support firm that specializes in outsourced financial plan construction for financial advisors. They are 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.

Responsibilities

• 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

Skills

• 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

Benefits

• 100% remote flexibility
• Meaningful role supporting client financial success
• Collaborative, high-service professional environment

Company Overview

Company H1B Sponsorship