Who We Are

Priano Solutions is a search firm committed to placing only the best Paraplanners in the top Wealth Management firms.

What We’re Looking For

Motivated Paraplanners that want to continue to grow their career, that we can connect with growing RIA's. This individual is responsible for supporting the Advisory Team by providing comprehensive planning support and ensuring a seamless client experience. The Paraplanner will be actively involved in client engagements, financial plan preparation, and compliance tasks. The ideal candidate will have strong analytical skills, excellent communication abilities, and a commitment to delivering high-quality service.

What You’ll Do:

Client and Advisory Support:

Actively participate in client meetings and provide support in analyzing financial data and developing recommendations.
Document client interactions, action items, and follow-ups, ensuring all commitments are fulfilled in a timely manner
Engage in client case preparation meetings and provide feedback on financial plans.

Financial Planning and Documentation:

Prepare detailed financial plans, including retirement, investment, tax, and estate planning.
Develop and manage documentation, ensuring compliance with client standards and internal procedures.
Utilize financial planning software and tools to analyze and present data effectively.

Research and Analysis:

Conduct research on financial products, investment opportunities, and market trends to support advisory recommendation
Analyze financial statements and forecasts to provide actionable insights

Compliance and Regulation:

Support compliance efforts to ensure adherence to industry regulations and internal policies
Perform compliance-related tasks and projects as needed

Client Experience:

Ensure a consistent and positive client experience by maintaining high standards of service and professionalism
Address potential client issues and escalate them to advisors when necessary

You Will Have

A spirit of integrity with high levels of emotional intelligence
0-1 years of experience in a financial planning or advisory role, with a commitment to obtaining Series 7, 66, and Group 1 Insurance License
Bachelor’s in Business Administration, Finance, Economics, or a related field
Strong analytical & problem solving skills with the ability to conduct thorough financial analyses and develop tailored strategies
Excellent verbal and written communication skills, with the ability to handle sensitive information with discretion
A commitment to providing exceptional client service, with a proactive and solutions-oriented approach
Participate in ongoing training and continuing education to stay current with industry trends and best practices

Paraplanner (General Interest)