Overview

Part-Time Strategic Paraplanner / Financial Planning Associate
Remote | Independent Contractor | Non-Client Facing | Flexible Schedule

Overview

3FG Wealth is seeking a part-time Strategic Paraplanner / Financial Planning Associate to support the analytical and strategic aspects of our financial planning work.

This is a remote, non-client-facing independent contractor role focused on planning analysis, issue identification, scenario development, and recommendation support. This is not an administrative or data-entry role. The ideal candidate enjoys the technical and strategic side of financial planning and is comfortable working behind the scenes to help develop thoughtful, client-centered advice.

We are looking for someone who can take ownership of assigned client cases, identify planning opportunities, evaluate options, and help translate planning analysis into clear recommendations.

This role has the potential to grow over time for the right person, but we are beginning with a flexible part-time arrangement.

About the Firm

3FG Wealth is a boutique financial planning firm focused on helping clients navigate complex financial decisions with clarity and confidence. Our work emphasizes strategy over products, long-term relationships, and personalized planning.

We specialize in working with women and members of the LGBTQ+ community, including individuals, couples, and families whose lives and planning needs may not fit neatly into traditional financial planning assumptions. Many of our clients are navigating life transitions, family complexity, estate planning decisions, career changes, retirement planning, caregiving responsibilities, or the desire to align their financial lives more closely with their values.

A key part of our approach is the integration of financial planning and estate planning. Through our affiliated estate planning practice, 3FG Law, we are able to coordinate financial and estate planning considerations while maintaining separate engagements for each service. This integrated perspective allows us to help clients think more holistically about their financial lives.

Our planning process is structured but evolving. We are continuing to refine how we run planning meetings, present recommendations, and support clients after the first year of planning. This role is well suited for someone who enjoys contributing not only to client analysis, but also to the development of better planning systems and workflows.

We use tools such as MoneyGuidePro, Holistiplan, Morningstar Advisor Workstation, and Fi360 to support a streamlined planning process.

Learn more about the firm here: www.3financialgroup.com

Responsibilities

Responsibilities may include:

  • Reviewing client information and identifying key planning issues, risks, and opportunities
  • Developing and modeling planning strategies using MoneyGuidePro
  • Supporting retirement income planning, tax-aware planning, investment strategy, cash flow planning, and estate planning coordination
  • Reviewing tax planning opportunities using Holistiplan
  • Preparing investment and portfolio-related analysis using tools such as Morningstar Advisor Workstation and Fi360
  • Preparing scenario comparisons and planning options
  • Drafting concise internal planning summaries and recommendation notes
  • Translating technical planning outputs into plain-English insights
  • Helping prepare the advisor for client meetings by organizing planning observations and strategic decision points
  • Contributing to the ongoing refinement of the firm’s planning process, meeting structure, and client deliverables
  • This role does not include client-facing responsibilities, scheduling, administrative task management, or routine CRM maintenance.

Ideal Candidate

The ideal candidate will have:

  • 3+ years of financial planning experience
  • CFP® certification or active progress toward CFP® certification
  • Experience working with or supporting an RIA preferred
  • Strong understanding of retirement income planning, tax planning concepts, investments, cash flow planning, and estate planning coordination
  • Experience using MoneyGuidePro preferred
  • Familiarity with Holistiplan, Morningstar Advisor Workstation, and/or Fi360 helpful
  • Ability to think critically and identify planning opportunities
  • Clear written communication skills
  • Comfort working independently in a remote environment
  • Ability to present planning observations, options, and tradeoffs in an organized way
  • Interest in serving women, LGBTQ+ clients, and clients with diverse family structures and planning needs
  • This role may be a strong fit for someone who enjoys planning analysis more than client-facing advisory work, wants flexible part-time work, and is interested in contributing to a thoughtful, evolving planning process.

Role Structure

  • Part-time, approximately 8–12 hours per week
  • Fully remote
  • Flexible schedule, with agreed-upon turnaround expectations
  • Independent contractor position
  • Work assigned on a case ownership basis rather than purely task-by-task

Compensation

Compensation will be based on experience and structure of the relationship.

Expected range: $75–$125 per hour.

A monthly retainer arrangement may also be considered depending on fit and availability.

Application Instructions

Please submit:

  1. Resume
  2. Brief note describing your financial planning experience and why this type of role interests you
  3. Any relevant experience with MoneyGuidePro, Holistiplan, Morningstar Advisor Workstation, Fi360, retirement planning, tax-aware planning, investment analysis, or estate planning coordination

Selected candidates may be asked to complete a brief case-based exercise to help us understand their planning approach and communication style.

Tagged as: associate planner, CFP, client meeting preparation, estate planning, fi360, financial planning, holistiplan, independent contractor, investment analysis, moneyguidepro, morningstar advisor workstation, paraplanner, part-time, planning recommendations, remote, retirement planning, RIA, scenario modeling, strategic paraplanning, tax planning

About 3FG Wealth

Financial and Estate Planning Guidance for Women & Their Families

Finally, a financial strategy you don’t have to micromanage
Strength in advocacy • Flexibility in planning • Preservation for what matters most
Most people have a financial advisor in one corner and an estate planning attorney in another. Two separate plans, two separate languages, and you, stuck in the middle, trying to translate. It’s exhausting, and it leaves too much room for gaps, guesswork, and “I thought they handled that.”

You don’t have time to be the go-between and keep everything aligned. We do.

With 3 Financial Group, you get one advocate who brings your financial and legal worlds together into a single, seamless strategy. No silos. No conflicting advice. No repeating your story over and over.

When your advisor and your estate attorney are the same person, every decision becomes clearer, stronger, and more aligned with the life you’re building.

Your future deserves one plan—and one financial advocate who sees the whole picture.