Paraplanner – Client Engagement & Presentation Support

Role Overview

The Paraplanner plays a key role in supporting new business and enhancing the client experience. This position focuses on two core areas:

• Lead Qualification: Conduct brief, structured calls with prospective clients to assess fit, gather key information, and support onboarding into the planning process
• Presentation Development: Create customized, polished PowerPoint presentations to support advisor-led client meetings

This is a highly collaborative, detail-driven role requiring strong communication skills and a clear understanding of the client journey.

Key Responsibilities

Prospect Discovery & Lead Qualification

• Conduct 15-minute introductory calls with inbound leads using a structured script
• Qualify prospects based on planning needs and alignment with firm services (non-sales role)
• Document call details and next steps in Wealthbox CRM
• Coordinate with advisors on lead status, follow-ups, and scheduling
• Serve as a professional and welcoming first point of contact

Sales Meeting Presentation Development

• Prepare customized PowerPoint presentations for client meetings
• Translate financial data, goals, and insights into clear, client-friendly visuals
• Maintain consistent branding and formatting standards
• Collaborate with advisors to align presentations with planning strategies

Ideal Candidate

• Strong communicator with a professional, engaging phone presence
• Highly detail-oriented with excellent organizational skills
• Comfortable working with financial data and presenting it clearly
• Proactive, responsive, and able to manage multiple priorities
• Team-oriented with strong time management

Qualifications

Required:

• 1–3 years of experience in financial planning, sales support, or advisory operations
• Proficiency in PowerPoint and creating high-quality presentations
• Basic understanding of financial planning concepts
• Strong communication skills and attention to detail

Preferred:

• Experience with Wealthbox CRM
• Experience working with financial advisors or in a planning-focused firm

Why Join Us?

• Salary: $50,000 (negotiable based on experience)
• Employer-contributed health insurance plus optional dental and vision (waiting period applies)
• Supportive, high-accountability team environment
• Career development with access to industry tools and training
• On-site role in our Brighton, MI headquarters
• Opportunity to directly impact client experience and firm growth