Overview

Paraplanner, Part-Time (Virtual)
Fearless Finance | Hourly, Fee-Only Financial Planning | $50/hour | 4-8 hours/week | Immediate start

About us

Fearless Finance is a nationwide, hourly, fee-only financial planning firm. We give personalized, comprehensive advice to clients wherever they are financially, with no commissions, no assets under management, and no long-term commitments. We’re changing who gets access to financial planning by making it as simple as paying for an hour of expert help. Fearless Finance is a Registered Investment Adviser with the SEC.

The role

We’re looking for an experienced part-time paraplanner who can step in right away and take real client work off our planners’ desks, not just back-office tasks. You’ll start at about 4-8 hours a week. This is a long-term paraplanner role. If you want to grow into more hours or a Planner role over time, there’s room for that, and if you love paraplanning and want to keep doing it, that’s just as welcome here.

What you’ll do

  • Lead or assist with implementation meetings, helping clients place trades and reallocate investments in their own accounts
  • Help clients transfer accounts and execute rollovers
  • Assist with testing our new proprietary platform and AI integrations
  • Gain expertise with our platform and proprietary spending tracking app to assist clients with questions
  • Help deliver financial wellness seminars for our corporate and nonprofit clients
  • Support compliance processes and documentation
  • Take on special projects and administrative tasks as needed

What you’ll bring

  • Series 65 license (or able to obtain it within 60 days of hire)
  • Hands-on experience helping clients place trades, reallocate, transfer accounts, and complete rollovers at major custodians
  • Comfort leading client meetings and presenting to groups
  • Ability to work independently in a virtual environment

You’ll thrive here if you are:

  • Empathetic, a strong listener, and able to explain money without jargon
  • Detail-oriented and organized
  • Comfortable with technology and eager to give constructive feedback on new tools
  • Committed to confidentiality, ethics, and the fiduciary standard
  • Passionate about making financial planning accessible to everyone
  • A plus: CFP® certification or coursework, or an Enrolled Agent or other tax credential

What we offer

  • $50/hour, fully remote, flexible schedule
  • Experience that counts toward the CFP® experience requirement
  • A front-row seat to real client planning through our meeting shadow program
  • Starts as a 1099 contractor role, with potential to move to W-2 with full benefits
  • Room to grow into more hours or a Planner role if you want it, or a stable, long-term paraplanner role if you don’t
  • A collaborative, jargon-free culture

How to apply

Submit your resume and a short cover letter. In the letter, tell us about your paraplanning and client implementation experience, how soon you could start, and why the hourly, fee-only model appeals to you.

Tagged as: hourly financial planning, nationwide, series 65, zoho

About Fearless Finance

Fearless Finance is a nationwide, hourly, fee-only financial planning firm. We give personalized, comprehensive advice to clients wherever they are financially, with no commissions, no assets under management, and no long-term commitments. We're changing who gets access to financial planning by making it as simple as paying for an hour of expert help. Fearless Finance is a Registered Investment Adviser with the SEC.