About MainStreet Financial Planning
MainStreet Financial Planning is an independent, fee-only firm offering collaborative, educational financial planning without product sales or investment management. Our unique Money Roadmap process helps clients create flexible, engaging plans that support long-term success.
About the Role
We are seeking a motivated, detail-oriented paraplanner to support our team of CFP® professionals in serving existing and prospective clients. This is a fully remote position ideal for someone passionate about financial planning and committed to high ethical standards.
Key Responsibilities
• Support CFP® advisors with client servicing and meeting preparation
• Run financial planning projections and reports (MoneyGuidePro, Holistiplan, etc.)
• Input and maintain client data (WealthBox, ShareFile, Excel, Zoom, Slack)
• Assist with research and financial plan development
• Contribute to a collaborative and innovative team environment
Qualifications
• Minimum 2 years of financial planning experience
• Preferred: FPQP, AFC®, or MQFP® candidate
• Strong analytical, organizational, and communication skills
• Self-motivated and able to manage deadlines in a remote setting
• Detail-oriented with a commitment to teamwork
Compensation
• W2 position
• Starting salary: $57,000/year
• Mentorship and professional development opportunities
Along with your resume, include a cover letter with a 3–4 paragraph message explaining:
• Why you are the best fit for this position
• Your professional background
• Your career aspirations
Applications will be accepted until the position is filled.
MainStreet Financial Planning is an equal opportunity employer.