Overview

About Savoire Financial: 

Savoire Financial is a woman/queer-owned boutique financial planning and asset management firm committed to service, leadership, inclusion, innovation, and care. We proudly support high-net-worth women, LGBTQIA+ clients, and progressive business owners with intelligent, compassionate financial guidance. We are a fee-only firm and take our fiduciary responsibility seriously. Our culture centers on autonomy, clear communication, community engagement, and honoring diversity in every form.

About the Position: 

We are looking for an experienced Paraplanner to join an established advisory practice, working closely with Cris, the lead advisor, to deliver high-touch, high-quality planning to clients. This is a planning and service role, not a business development role – you will not be responsible for generating new clients. Instead, you’ll own the planning work behind the scenes and if interested, take an active seat at the table in client meetings.

Opportunity: 

  • This is a great opportunity for a professional who wants to work with a tight-knit team focused on providing top notch service to clients while maintaining a sustainable work-life balance
  • Create a career that offers autonomy to excel in accordance with your strengths and skills.
  • This is an ideal fit for someone who can work independently while collaborating closely with a team

Responsibilities:

  • Build and maintain comprehensive financial plans, covering cash flow, retirement strategy, tax planning, estate and legacy design, insurance, education planning, and investment integration
  • Prepare detailed planning analysis and develop recommendations for advisor review
  • Run scenario modeling and proactively identify planning opportunities 
  • Prepare meeting agendas, presentations, and supporting materials
  • Work with Cris on planning analysis and recommendations
  • Document action items and work with clients on follow up tasks
  • Respond to client questions and requests directly, with care and accuracy
  • Coordinate with clients’ external tax and legal professionals as part of integrated planning
  • Support new client onboarding, account maintenance and money movement
  • Manage client data across multiple systems 
  • Contribute to developing and refining SOPs for repeatable planning processes
  • Identify inefficiencies and opportunities to improve the client experience
  • Support firm’s initiatives and other duties as assigned

Desired Qualities:

  • 3-5 years experience required
  • Bachelor’s Degree 
  • FPQP® or other certifications preferred but not required
  • Detail oriented with laser focus
  • Must be tech savvy – bonus points for experience with any of the following:
    • Naviplan
    • Wealthbox
    • Orion
    • Your State (portfolio reviews)
    • G Suite
    • Schwab Advisor Center
    • MS Office Suite (especially Excel)
    • Jump AI
    • Docusign
    • Zoom
  • Able to uphold the firm’s purpose, vision and values with high ethical standards
  • Ability to provide superior customer service and relationship management skills
  • Continuously exhibits personal integrity and professional initiative
  • Must be independent, organized and able to manage and prioritize tasks
  • Excellent written and verbal communication skills
  • Demonstrates a commitment to accuracy by delivering high quality work
  • Collaborative and able to work effectively with others in a team environment
  • Takes initiative to solve problems independently and a growth mindset that embraces feedback
  • Commitment to inclusion, discretion, and sensitivity in client interactions

Compensation & Perks:

  • This will be a part-time (10-15 hours a week) 1099 position that could move to W2 and more hours as firm grows
  • Hourly rate starts at $35 and goes up depending on experience and certifications
  • Flexible work hours
  • Growth into a bigger role as firm grows
  • Ditch the commute! This position is remote.

Next Steps:

  • Along with your resume, include a short message telling us about yourself, your
    professional history and your career aspirations. 
  • This application process is being handled by Team Simply Paraplanner. Please direct all applications and questions directly to Simply Paraplanner. Any applications received outside of Simply Paraplanner will not be considered.