Financial Planning Assistant

Job Description

Relay Recruiting is proud to partner with a New York–based, family-owned financial planning firm known for its strong work ethic, excellent reputation, and steady growth.

This is a high-integrity, high-accountability environment where people take pride in their work, value professionalism, and genuinely support one another. There is real room to grow here for someone who enjoys being a trusted right hand, cares deeply about accuracy and follow-through, and wants to build a long-term career in a support or paraplanning function.

This is not a fast-track path to a lead advisor role, and it’s not a fit for someone who needs constant direction or prefers loose structure. It is a great opportunity for someone who thrives in a collaborative, disciplined environment, is comfortable supporting high-net-worth clients, and wants to grow alongside a respected, hard-working firm.

Financial Planning Assistant / Paraplanner

(Junior or Senior Level)

Full-Time Hybrid (2 Days In-Office)

Salary Range: $45,000 – $75,000 (based on level and experience)

Position Overview

We are seeking a Financial Planning Associate / Paraplanner to support a growing financial advisory practice. This role is open at two levels and will be scoped based on experience. We are equally open to hiring a Junior Financial Planning Associate who is early in their career and eager to learn, or a Senior Paraplanner who can step in and take ownership quickly.

This is a true support role within a collaborative advisory team serving high-net-worth clients, with a strong emphasis on professionalism, accountability, and follow-through.

Core Responsibilities (Both Levels)

Client & Advisor Support

Support advisors with meeting preparation, follow-ups, and ongoing client service

Assist with client communications via phone and email (scope varies by level)

Track outstanding items and ensure timely completion

Coordinate with custodians, vendors, and external partners

Investment & Account Administration

Assist with preparation and processing of custodial and investment paperwork, including:

New account openings

Transfers and rollovers

Beneficiary updates

Distributions and contributions

Maintain accurate records and follow up on paperwork status

Update and maintain client data in the CRM

CRM & Workflow Management

Maintain accurate client records and documentation

Manage tasks and workflows using Monday.com (or similar tools)

Document client interactions, action items, and next steps

Junior Financial Planning Assistant

($45,000 – $60,000)

Ideal Background

0–2 years of experience in financial services, client service, operations, or a related field

Internship experience or relevant degree a plus

Strong attention to detail and eagerness to learn

Role Scope

Focus on execution, learning firm processes, and supporting advisors

Prepare paperwork and reports for advisor review

Limited client-facing communication, often using templates or guidance

Receives training, mentorship, and a structured ramp-up period

Senior Paraplanner / Financial Planning Assistant

($60,000 – $75,000)

Ideal Background

3–5+ years of experience in a financial planning or advisory firm

Comfortable working independently with minimal oversight

Trusted to handle sensitive information and complex client situations

Role Scope

Own complex custodial and investment paperwork end-to-end

Communicate directly with clients, custodians, and professional partners

Support financial planning work, including plan updates and reporting

Anticipate advisor needs, flag risks, and proactively move work forward

Preferred Skills & Experience

Experience with eMoney financial planning software (strongly preferred for Senior level)

Experience with Advisor Engine or similar CRM platforms

Familiarity with custodial platforms and advisory firm operations

Clear, confident, and professional written and verbal communication

We are an equal opportunity employer and value diversity at our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected status.

Full-time

Hybrid remote