Overview

Trunko Financial is an independent, CFP®-led advisory practice in the Tampa Bay area serving pre-retirees and retirees, with a focus on retirement income planning, 401(k) strategy, and tax-efficient distribution. We are growing quickly and building the back office that lets our advisors spend their time with clients.

Hours: 15–25 hours per week on a set weekly schedule you choose with us, with room to grow to full-time. Fully remote, U.S.-based; Eastern or Central time preferred.

Pay: $32–$40 per hour depending on experience. W-2 part-time or 1099 contractor, your choice at offer.

What you will do:

  • Build complete retirement plans in Retirement Analyzer from client statements and a data sheet: accounts, income sources, expenses, Social Security, pensions, annuities, and liabilities
  • Run our standard scenario set (base case, retire-earlier, Roth conversion, market stress) and flag anything that looks off
  • Convert client statements into portfolios in Nitrogen and produce risk and proposal reports
  • Keep client records current in Redtail after each plan or review
  • Prepare the plan-ready package before each client meeting using our checklist, so the advisor walks in and presents
  • Maintain the annual plan-renewal tracker and produce written plan PDFs on our template

Who we are looking for:

  • 2+ years as a paraplanner, planning associate, or similar; Retirement Analyzer or eMoney/MoneyGuide/RightCapital experience strongly preferred
  • Comfortable reading brokerage, 401(k), and annuity statements and knowing what matters
  • Extremely organized; you finish things without being chased
  • Clear written communication; most of our work happens over email, Redtail, and a shared folder
  • FPQP, CFP® candidate, or Series 65 a plus, not required

How we work:

  • Async by default, one 20-minute check-in per week
  • Firm email, software seats, and a written process for every task; you are never guessing what “done” means
  • Clients belong to the firm; a standard NDA and confidentiality agreement apply

To apply: send a resume and two or three sentences on the planning software you know best

Tagged as: 401(k), annuities, nitrogen, paraplanner, redtail, retirement analyzer, retirement income planning

About Trunko Financial

Trunko Financial is an independent advisory practice founded in 2025 by a CFP® professional, serving clients nationwide with retirement income planning, 401(k) and BrokerageLink strategy, and tax-efficient distribution.