Overview
Virtual Senior Paraplanner Role Job Description
About Singer Wealth Management LLC:
Singer Wealth Management LLC is a WA based boutique RIA serving a diverse HNW market throughout the country. We are a fiduciary and we specialize in comprehensive financial planning; investment management and we are 100% fee based. We provide empowered finance for diverse communities. We help our clients build, manage, and pass on their wealth in a way that adds value to their lives. Most of our clients are women, minorities, and LGBTQ between the ages of 30-80.
Our financial planning process is comprehensive, supportive and jargon free. We combine wealth with health to help our clients live a healthy lifestyle with their accumulated wealth. We are proud to provide transparent, accurate, and honest financial planning and wealth management services. Once Covid hit, we became a virtual firm overnight. Most client meetings are held over zoom; however, we also have an office in Seattle, WA.
Job Summary: Senior Virtual Paraplanner
Singer Wealth Management LLC is seeking a remote, detail-oriented Senior Virtual Paraplanner. This role provides advanced financial planning and client service for high-net-worth (HNW) individuals, working both independently and collaboratively with a growing team.
Key Responsibilities
- Advanced Financial Planning: Prepare comprehensive financial plans in eMoney, MoneyGuidePro Elite, and Wealth Studios to build and stress-test robust financial plans for HNW clients.
- Advanced HNW Scenarios: Model complex wealth strategies, including multi-entity estate plans, trust structures, multi-generational wealth transfers, and Donor Advised Fund gifting.
- Cash Flow & Tax Optimization: Project complex retirement cash flows and build tax-efficient distribution strategies, including Roth conversion modeling and concentrated stock/liquidity event planning.
- Deliverables & Research: Create visually clear, client-ready reports, summaries, and presentation decks for advisor meetings. Conduct ongoing research on planning solutions, investment products, and industry trends.
- CRM & Workflow Tracking: Maintain comprehensive client records, notes, and activity workflows within Redtail CRM and Redtail Speak.
- Technical Expertise: Proficient with premium planning software – specifically eMoney, MoneyGuidePro Elite, and Wealth Studios – alongside advanced skills in Excel and financial analysis.
- Professional Strengths: Thrives in a virtual environment, maintains a strong focus on detail, and possesses a deep comfort level handling complex wealth management strategy.
- Compliance & Documentation
- Regulatory Alignment: Follow internal policies, custodial guidelines, and industry regulatory requirements.
- Audit Readiness: Maintain accurate electronic documentation, digital files in Blueleaf, compliance data in PreciseFP, and audit-ready client files (including recordkeeping, reporting, and disclosure tracking).
Job Qualifications
- Education: CFP® designation with a Bachelor’s degree in finance, business or economics.
- Experience: 5+ years’ experience as a virtual paraplanner, specifically supporting HNW clients, trusts, and complex estate and tax planning scenarios. Strong communication, organization, and problem-solving skills. Solid understanding of regulatory compliance and books and records requirements.
- Tech stack proficiency: eMoney, MoneyGuidePro Elite and Wealth Studios, Redtail CRM and Speak, PreciseFP, Blueleaf and advanced Excel skills. Familiar with the Charles Schwab platform.
Compensation & Perks
- 1099 position
- $40k-$50k compensation range, depending on experience and qualifications
- 4-day work week
- Valuable mentorship and support for CFP® career progression
The ideal candidate for this position is someone who has incredible customer service skills and who can enhance the quality of the client experience. You will collaborate directly with our founder, managing all facets of client relationships and firm operations. This role is ideal for a multitasker, who goes above and beyond to provide a high-quality, personalized experience for each client. The perfect person brings a thorough understanding of fiduciary financial planning and has the skills to use Redtail workflows. In addition to delivering a high-touch personalized client experience, this person will have team-based problem-solving skills. We are looking for a person who can deliver incredible customer service while being a compassionate person who loves to empower people, especially those in non-traditional living arrangements, and who will stay true to our open-minded ideals while abiding by the highest ethical standards.
Next Steps
• Along with your resume, include a short message (2–3 paragraphs) explaining what our mantra, “Empowered Finance for Diverse Communities,” means to you and how it aligns with your career aspirations
• This job posting will remain active until the position has been filled
• Any applications received outside of Simply Paraplanner will not be considered
About Singer Wealth Management LLC
Singer Wealth Management LLC is a women owned, Seattle WA based boutique RIA serving a diverse HNW market throughout the country. We are a fiduciary and we specialize in comprehensive financial planning, investment management and we are 100% fee based. We provide empowered finance for diverse communities. We help our clients build, manage, and pass on their wealth in a way that adds value to their lives. Most of our clients are women, minorities, and LGBTQ between the ages of 30-80. Our financial planning process is comprehensive, supportive and jargon free. We combine wealth with health to help our clients live a healthy lifestyle with their accumulated wealth. We are proud to provide transparent, accurate, and honest financial planning and wealth management services. Once Covid hit, we became a virtual firm overnight. Most client meetings are held over zoom; however, we also have an office in Seattle, WA.
