Overview
Hudson House Capital is looking for an experienced Paraplanner to support our advisory team in delivering high-quality financial plans and client-ready analysis. This is a remote role for a senior paraplanner (5+ years’ experience) who can work with minimal oversight across the full planning process.
Responsibilities:
- Prepare comprehensive financial plans, including retirement, tax, estate, and investment analysis
- Build and maintain client cash flow models and scenario analyses
- Prepare client-ready reports, meeting materials, and recommendations ahead of adviser reviews
- Maintain accurate client data across planning and portfolio systems
- Research planning strategies and stay current on relevant regulatory and tax changes
- Support ad hoc projects as the firm grows
What we’re looking for:
- 5+ years of paraplanning or financial planning support experience
- Strong analytical skills and comfort working independently
- Excellent written communication for client-facing materials
- A detail-oriented, self-directed approach — this is a small, senior team
Location: Remote, but candidates must be based in and authorized to work in the United States.
We are reviewing the applications as they come in and may close the application window once the threshold of qualified applicants is met.
About Hudson House Capital
Hudson House Capital is an independent investment advisory firm providing personalized, fee-only investment management and financial planning. We work closely with a select group of clients to build long-term plans rather than push products, and we're building a small, senior team that values precision, discretion, and genuine client care.
