Financial Paraplanner Apprentice

Job Description

We’re looking for someone who wants to start as an Executive Assistant—but has the mindset and drive to grow into a Financial Paraplanner and eventually even a full-blown Advisor. You’ll be shadowing our CEO, getting hands-on with real clients, managing workflows, pricing real estate assets, and digging deep into financial strategy. If you want boring and repetitive, look elsewhere. This role evolves fast, and you’ll grow just as fast—if you show us you can handle it.

$50,000 - $70,000 yearlyResponsibilities:

What You’ll Do (To Begin With):

Master the calendar, inbox, and communication flow of a busy CEO

Call clients and vendors to move things forward fast

Help execute trades, manage client accounts, and prepare financial plans

Run pricing comps for raw land deals (yep, real estate too)

Prepare reports, do research, and streamline operations

Gradually take over paraplanner responsibilities—think rebalancing, investment strategy, and client follow-up

What You’ll Grow Into:

Lead paraplanner and client strategist

Key player in land deal pricing and financial analysis

Possibly even an Advisor or Partner if your hunger + results = match

Qualifications:

Bachelor’s degree (bonus if you studied finance, business, econ, or accounting)

Great with people, sharp on details, and tech-savvy (Excel and AI are your friends)

A natural communicator—on the phone, in person, or by email

Obsessed about learning and getting better every day

Experience in finance is a plus, but drive matters more

About Company

We’re Centurion Financial Strategies, a boutique financial planning firm (plus a land business on the side) run by a team that lives and breathes a business-minded culture. We help people grow wealth, protect it, and do more good with it. And we’re hiring someone we can invest in long-term.

Full-time