Overview
Requirements
- At least five years of experience in investment operations and investment management, along with financial planning experience.
- Proficiency with eMoney, including building and maintaining comprehensive financial plans.
- Strong analytical skills, attention to detail, and sound judgment.
- The ability to manage priorities across financial planning, investment analysis, and account management.
- Clear communication skills and a collaborative, client-focused approach.
You’ll be especially well suited to this role if you bring:
- Strong financial planning and investment analysis experience.
- Advanced proficiency with eMoney.
- The ability to manage competing priorities across planning, portfolios, and account support.
- Clear communication skills and a collaborative approach.
- A commitment to delivering a consistently high-quality client experience.
Why join Magellan Capital?
Meaningful technical work. A close-knit team. Competitive compensation. This role offers the opportunity to deepen your planning and investment expertise while making a tangible contribution to the clients and colleagues you support.
Do the technical work you love. Make an impact you can see.
If your favorite part of wealth management is turning complex financial information into thoughtful plans and well-researched investment recommendations, this role puts that work at the center of your day.
Magellan Capital is seeking an experienced Senior Paraplanner / CFP® & Investment Analyst to join our boutique wealth management team. You’ll work closely with our advisors to build financial plans, analyze portfolios, develop investment proposals, and help clients move forward with confidence. This is an opportunity to bring your technical expertise to a small, collaborative team where your contributions are visible and directly support the client experience. You’ll have close working relationships with the people around you, along with the resources to support sophisticated planning and investment work.
What you’ll do
- Turn client goals into actionable plans. Build, refine, and maintain comprehensive financial plans in eMoney.
- Bring insight to investment decisions. Analyze client portfolios and prepare thoughtful investment proposals for advisor review.
- Help advisors deliver a prepared, personalized experience. Translate financial and investment information into clear materials for client discussions.
- Keep plans and accounts moving forward. Support ongoing account management and coordinate with teammates on client needs.
- Connect the details to the bigger picture. Move confidently between planning, investment analysis, and implementation.
About Magellan Capital
A boutique team with national resources
Our team of approximately seven professionals includes two financial advisors and five dedicated support professionals. We combine the personal relationships and entrepreneurial energy of a boutique practice with the technology, investment resources, and infrastructure of a national independent broker-dealer.
