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