Paraplanner

Covenant Wealth Advisors is a fast-growing firm that delivers integrated retirement planning. The Paraplanner will prepare financial plans for clients, assist in meeting preparations, and ensure all client processes are well-managed and executed.ResponsibilitiesBuild and populate financial plans in MoneyGuidePro using client data you've gathered and verifiedPrepare meeting agendas and help Lead advisors prepare for client meetingsEdit blog articles and publish them to our website following CWA's established content processPrepare and edit our weekly Retirement Brief newsletter — a Friday publication reaching 13,000+ subscribersFollow up with prospects who have already reached out to our firm — by phone, email, or text — to get them on the calendar with a Lead Financial Advisor (no cold calling, ever)Monitor client financial situations and flag gaps, risks, or opportunities for the advisory teamManage the full arc of client meetings: pre-meeting prep, in-meeting support, and post-meeting action items tracked to completionHandle new client onboarding from data collection through planning software setupKeep our CRM current and our client processes tightSkillsBachelor's degree (we have a soft spot for Hokies and VCU Rams, but we won't hold your alma mater against you)Pursuing the CFP® designation or eligible to sit for the examSeries 65 required within 90 days of hire0–2 years of experience at a financial services firm (internships count)Communicate clearly in writing, in conversation, and — critically — when listeningHandle confidential financial information with the discretion it demandsStay steady when markets are volatile and clients have questionsActually want to learn this business, not just clock hours toward a credentialAlign with what drives our culture: integrity, excellence, gratitude, enjoyment of life and family, and a 'make it happen' mentalityExposure to financial planning, investments, or insurance is a plus — but coachability matters more than a résumé lineBenefitsQuarterly Incentive: Revenue-sharing bonus tied to firm growthFinancial Wellness: 401(k) plan with employer match.Comprehensive Health: Covenant pays up to 75% of medical, dental, and vision premiums.Paid Parental & Maternity Leave.Dependent Care Account (FSA): Set aside pre-tax dollars for childcare expenses.Time Off: Generous Paid Time Off (PTO) policy.Professional Development: Budget and ongoing training to keep growing in your craft.Hybrid Flexibility: 4 days in-office and 1 day remote.Community: Matching gifts program to support the causes you care about.Company OverviewCovenant Wealth Advisors is a financial advisory firm. It was founded in 2010, and is headquartered in Williamsburg, Virginia, USA, with a workforce of 11-50 employees. Its website is https://www.covenantwealthadvisors.com/.



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