We are a job board website that connects financial planning firms with virtual employees and contractors to help make work experience more accessible in the financial planning industry.

No. We specialize in virtual-only positions. We require that all positions being posted on our site be 100% remote positions, and all applicants understand that they are not applying for in-person work.

The job board is the place that employers can post their available positions. It is searchable by both keyword and category, with job descriptions, links to the posting firm, and the option to apply directly to the positions. Employers can either write their own job description or can hire Simpy Paraplanner to create a job posting for them. Employers pay a fee to place a job on the board. Anyone can view the job board and apply to the jobs free of charge.

The database is a collection of resumes from financial professionals interested in virtual work. Any interested professional can create a free membership and post their resume, photo, and an introductory video to the database. Employers pay a fee to have access to the database.

Hiring virtually allows firms to choose the best person for their team regardless of location, and typically costs less due to the lack of overhead expenses on a physical office space. Since 2020, many people have transitioned to virtual offices, bringing increased freedom and flexibility to both owners, employees, and clients. We’ve been virtual since 2015 and wouldn’t have it any other way!

We do not have in-house paraplanners, but rather connect you with the perfect hire for your firm. Whether you’re looking for a full-time paraplanner or a part time client service associate, we have thousands of resumes on our job board for applicants across the country looking for virtual work.

As many as you want them to! There is a lot of flexibility when hiring a virtual employee. Many applicants require a minimum of 5 hours per week, but you can hire for up to full-time.

This primarily depends on how you want to interact with your employee and your state employment laws. A W2 employee can have more traditional work requirements. If you hire a 1099 contractor, it is important to remember that they are considered self-employed and are running their own business. You are hiring their business to provide paraplanning services. This means that you cannot require them to work within certain hours. You give them a task and a deadline and they choose when to work on the task. You also cannot control if they work for other firms.

Absolutely. Our premier search plan will help us get a good understanding of the role you’re looking to fill. Using our industry experience, once we’ve determined the responsibilities and experience requirements for the job, we can advise you on appropriate compensation.