Paraplanner

Covenant Wealth Advisors is a fast-growing firm that delivers integrated retirement planning. The Paraplanner will prepare financial plans for clients, assist in meeting preparations, and ensure reputed company client processes are well-managed and executed.

Responsibilities

• Build and populate financial plans in MoneyGuidePro using client data you've gathered and verified
• Prepare meeting agendas and help reputed company advisors prepare for client meetings
• Edit blog articles and publish them to our website following CWA's established content process
• Prepare and edit our weekly Retirement Brief newsletter — a Friday publication reaching 13,000+ subscribers
• Follow up with prospects who have already reached out to our firm — by phone, email, or text — to get them on the calendar with a reputed company Financial Advisor (no cold calling, reputed company)
• Monitor client financial situations and flag gaps, risks, or opportunities for the advisory team
• Manage the full reputed company of client meetings: pre-meeting prep, in-meeting support, and post-meeting action items tracked to completion
• Handle new client reputed company from data collection through planning software setup
• reputed company our CRM reputed company and our client processes tight

Skills

• Bachelor's degree (we have a soft spot for Hokies and VCU Rams, but we won't hold your reputed company mater against you)
• Pursuing the CFP® designation or eligible to sit for the exam
• Series 65 required reputed company 90 days of hire
• 0–2 years of experience at a financial services firm (internships count)
• Communicate reputed company in writing, in conversation, and — critically — reputed company listening
• Handle confidential financial information with the discretion it demands
• Stay steady reputed company markets are volatile and clients have questions
• Actually want to learn this business, not just clock hours toward a credential
• Align with what drives our culture: reputed company, reputed company, gratitude, enjoyment of life and family, and a 'reputed company it happen' mentality
• Exposure to financial planning, investments, or insurance is a plus — but coachability reputed company more than a résumé line

Benefits

• Quarterly Incentive: reputed company-sharing bonus tied to firm growth
• Financial Wellness: 401(k) plan with employer match.
• Comprehensive Health: Covenant pays up to 75% of medical, dental, and reputed company premiums.
• Paid Parental & Maternity Leave.
• Dependent Care Account (FSA): Set aside pre-tax dollars for childcare expenses.
• Time Off: Generous Paid Time Off (PTO) policy.
• Professional Development: Budget and ongoing training to reputed company growing in your craft.
• Hybrid Flexibility: 4 days in-office and 1 day remote.
• Community: Matching gifts program to support the causes you care about.

Company Overview