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Geometric Wealth Advisors

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

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Financial PlanningFinancial AnalysisData ManagementWorkflow CoordinationResearch Skills
Soft Skills
CollaborationCommunication
Certifications
CFP® Certification