Virtual Paraplanner

Position: Virtual Paraplanner

Date Posted: 13th February 2026

Industry: Financial Services / Wealth Management / Financial Technology

Employment Type: Contract (1099)

Experience: 3+ years

Qualification: Not Specified

Salary: $50+/hour

Location: United States (REMOTE)

Company: Simply Paraplanner

Description:
Simply Paraplanner is partnering with an innovative technology startup focused on transforming the wealth management industry through automation and artificial intelligence. The organization works alongside some of the fastest-growing independent Registered Investment Advisor (RIA) firms in the United States, helping advisors unlock more time for meaningful client relationships and improved financial planning outcomes.

This role offers a unique opportunity to join at an early stage of a forward-thinking platform that blends human expertise with advanced AI-driven systems. Candidates will gain hands-on exposure to modern financial planning technology while supporting progressive advisory firms across the country.

The Virtual Paraplanner position is ideal for a detail-focused and proactive professional who thrives in a fully remote, technology-driven environment. This is a 1099 contract role with a guaranteed minimum number of hours each month for an initial six-month period, with the possibility of transitioning into a full-time W-2 position as the organization continues to grow.

In this role, you will work closely with the founding team, supporting real client work while also helping shape the workflows, systems, and processes that power an AI-first RIA platform. The position is well-suited for individuals who enjoy working within financial planning software, optimizing processes, and producing polished, client-ready deliverables.

Key Responsibilities:

• Create, update, and maintain comprehensive financial plans using platforms such as RightCapital, Holistiplan, eMoney, and similar tools
• Collect, organize, and manage client information, including onboarding new households and maintaining accurate records
• Prepare meeting materials including financial reports, plan updates, tax projections, and investment analyses
• Assist with operational support tasks such as custodian documentation, account openings, and form processing
• Collaborate on internal projects aimed at improving workflows, automation, and overall client experience
• Share insights and feedback to support the refinement of an innovative, AI-driven financial planning approach

Qualifications:

• Minimum of 3 years of experience in a financial planning, paraplanning, or advisor support role
• Strong understanding of core financial planning principles and advisor workflows
• Experience with planning and CRM tools such as RightCapital, eMoney, Holistiplan, Wealthbox, Orion, or similar systems
• Direct, hands-on experience working with Schwab Advisor Center is required
• Excellent organizational abilities with strong attention to detail and clear communication skills
• Ability to work independently and effectively within a fully remote, startup-style environment

Compensation & Work Structure:

• 1099 contract position with guaranteed minimum monthly hours for an initial six-month term
• Fully remote role with a flexible schedule and expected availability during standard business hours
• Opportunity to convert to a full-time W-2 position with benefits as the company scales

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