Paraplanner

Geometric Wealth Advisors

Paraplanner supporting financial planning team at Geometric. Collaborating with Financial Planners and Wealth Advisors in a remote capacity.

Posted 6/30/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $78,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning through the use of eMoney software and Microsoft Excel, while supporting Financial Planners and Wealth Advisors. Possesses foundational knowledge of personal financial planning and a commitment to pursuing CFP® certification.

Highest-signal resume keywords

EMoney Financial Planning SoftwareMicrosoft Excel ProficiencyPersonal Financial Planning KnowledgeCFP® Certification PursuitCRM Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningFinancial AnalysisData ManagementWorkflow CoordinationResearch Skills

Soft Skills

CollaborationCommunication

Tools & Technologies

CRM SoftwareGoogle Sheets

Certifications & Qualifications

CFP® Certification

Industry Keywords

Financial PlanningWealth ManagementParaplanning

About the role

Key responsibilities & impact

Work closely with Geometric’s Financial Planners and Wealth Advisors in support of our comprehensive financial planning offering.
Create and update financial plans using eMoney software.
Draft financial analyses (primarily in Excel) for review by Financial Planners and Wealth Advisors.
Manage relevant notes, tasks, and workflows in the CRM and Google sheets.
Research financial planning topics as needed and keep knowledge databases current.
Coordinate with current Paraplanners to balance workloads.

Requirements

What you’ll need

Bachelor’s degree
Experience using eMoney financial planning software strongly preferred.
Proficiency in Microsoft Excel.
A basic understanding of personal financial planning and a desire to pursue the CFP® certification, if not already a CFP® professional.

Benefits

Comp & perks

Flexible work schedule.
Health insurance.
401(k) including 5% company match with immediate vesting.
Paid parental leave after welcoming biological or adopted children.
Professional development sponsorship.
Portfolio management at no charge.
Tech/home office needs support.
Wellness Wednesdays.
Sabbaticals after seven years with the firm.