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