Licensed Paraplanner

Description & Requirements

Licensed Paraplanner

Are you ready to make a meaningful impact in people's lives, one financial plan at a time? At Omega Financial Planning , we're seeking a licensed Paraplanner who brings precision, initiative, and a client-first mindset to our vibrant, full-service advisory team. You'll collaborate directly with our financial advisor, preparing comprehensive plans, conducting research, and ensuring every client's data and strategy are in perfect shape-starting with a 6-month probationary period. If you thrive in a fast-paced, high-expectation environment and believe in going the extra mile, this is the role for you.

Best-in-Class Benefits and Culture :

We value our employees' time and efforts . Our commitment to your success is enhanced by competitive compensation, depending on experience, bonus potential after 12 months of employment, and an extensive benefits package including :

• Comprehensive health coverage : Medical, dental, and vision insurance provided
• Robust retirement planning : 401(k) plan available with employer matching
• Financial security : Life and disability insurance for added protection
• Flexible financial options : Health savings and flexible spending accounts offered
• Well-being and work-life balance : Paid time off and flexible schedule

Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.

To succeed as a Licensed Paraplanner, you should have :

Your responsibilities as the Licensed Paraplanner will include :

About Us

At Omega Financial Planning , our primary purpose is simple yet profound : to deliver tailored, high-impact financial solutions that help our clients envision and achieve a meaningful, purpose-driven future. We believe in a team-based approach, bringing together diverse backgrounds, education, and experience to ensure no client settles for a "one-size-fits-all" strategy. We provide undivided attention to each client, from planning through execution to ongoing follow-up, anticipating challenges, identifying opportunities, and keeping the focus firmly on their goals. As a firm serving pre-retirees and retirees, we know that sound decisions today matter more than ever. That's why our professionals are committed to helping clients understand their choices and act with confidence.

We're energetic, collaborative, and client-service focused. Our client-first culture demands top performance and a can-do attitude, and we provide a workplace where supportive teamwork and high standards go hand in hand.

Join Our Team as a Licensed Paraplanner

Take your financial planning expertise to the next level and make a real impact on clients' futures. Bring your skills, initiative, and passion to a collaborative, fast-paced team where your work drives results and inspires confidence.

We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.