Paraplanner- CFP required

Overview

Please note, although this position is virtual, you must be located in the PST/MST timezone and required to have your CFP and 3 years experience.

Synergy Financial Group, LTD (SFG) is a boutique fiduciary wealth advisory firm serving high-net-worth and high-performance individuals and families. Our approach is built on proprietary planning loops, concierge-level service, and deep, enduring client relationships.

As part of this team, you’ll help deliver transformational financial outcomes while working in a high-performance, collaborative environment.

This is a limited client-facing role focused on powering Synergy’s advanced financial planning engine. You’ll operate behind the scenes—running models, executing planning “loops,” managing data and workflows, and preparing client deliverables—all based on our proprietary internal playbook.

You’ll collaborate closely with our planning team and be a key contributor to delivering an exceptional client experience.

Key Responsibilities

Financial Planning Execution

• Enter, update, and analyze client data across eMoney, FP Alpha, and Advyzon
• Build, update, and maintain financial plans using Synergy’s planning loop framework
• Run simulations: Monte Carlo, cash flow models, estate tax projections
• Draft internal summaries, scenarios, and decision-support memos for CEO review

Loop & Workflow Management

• Execute defined planning “loops” across key domains: tax, estate, insurance, investments, retirement, and cash flow
• Track deliverables and deadlines via Advyzon workflows
• Maintain thorough documentation and upload planning artifacts

Client Meeting Preparation

• Assemble agendas, reports, and visuals for planning meetings
• Review and extract insights from tax returns, estate docs, and financials
• Post-meeting: send follow-up checklists and coordinate task completion

Internal Team Collaboration

• Work directly with the Planning team on client planning and strategy
• Coordinate with operations team and executive support
• Contribute to internal systems like our knowledge base and help refine SOPs

Ideal Candidate Profile

We are looking for a driven, forward-thinking individual who embodies the following qualities:

• Ownership Mindset: Takes full responsibility for their decisions and outcomes
• Versatile & Agile: Capable of managing multiple projects and wearing many hats as needed
• Continuous Improvement: Demonstrates a desire to consistently elevate and enhance the quality of work
• Vision-Oriented: Sees the big picture and wants to play an integral role in shaping the future of Synergy
• Entrepreneurial Spirit: Craves a seat at the table and wants to take advantage of the massive opportunities within a growing boutique firm

Qualifications

• Bachelor’s degree in finance, business, or related field
• Minimum of 3 years of experience in financial planning or paraplanning
• Some travel required — must be in the PST or MST time zone
• Familiarity with eMoney, FP Alpha, and custodians (Schwab, Pershing) preferred
• Meticulous attention to detail, operational mindset, and a passion for planning

Please only apply if you have experience in planning for a financial planning firm.

Career Path

Paraplanner → Advanced Paraplanner → Associate Planner (Tier 3)

Long-term potential for strategic roles, including leadership or equity, for top performers aligned with our culture.