Trainee Financial Paraplanner

Do you aspire to be a financial planning professional with a passion for helping individuals and families achieve financial security? We are seeking a motivated Trainee Financial Paraplanner to join our team in Helena, Montana. In this entry-level role, you’ll receive comprehensive training and hands-on experience in creating financial solutions that make a real difference in people’s lives.

Work Arrangement:

This position requires in-office presence for the first 90 days as you build your foundational skills. Based on your progress, the role may transition to a hybrid schedule, allowing for 3–4 days in-office and 1–2 days remote each week.

About You:

• You are eager to learn and enthusiastic about launching your career in financial planning.
• You genuinely care about people, understanding that strong, respectful relationships are key to success.
• You are detail-oriented and committed to accuracy in every task.
• You have a natural curiosity and analytical mindset, ready to interpret financial data under guidance.
• You are a proactive learner who thrives in a collaborative environment and is excited to embrace new tools and technologies.
• Above all, you are coachable, with a desire to grow both professionally and personally.

About Us:

• This position is being recruited and managed by Leading Advisor, a professional consulting and hiring firm based in Victoria, BC, on behalf of a well-established financial advisory firm located in Helena, Montana.
• We are a well-established financial advisory firm located in Helena, MT dedicated to empowering individuals and families to achieve financial independence and peace of mind. Our unique approach is built on forming deep, long-term partnerships with clients—working with people we describe as "coachable and lovable." Using state-of-the-art tools like MoneyGuidePro and Redtail CRM, we deliver personalized, actionable financial strategies while maintaining the highest standards of accuracy and compliance. We are equally committed to our team’s growth, offering extensive training, professional development, and a supportive work environment.

Key Responsibilities:

• Assist in collecting and analyzing client financial data, including income, expenses, assets, and liabilities.
• Support the preparation of basic financial plans covering areas such as retirement planning, tax strategies, and investment management under supervision.
• Participate in research on investment products, tax laws, and regulatory changes to keep client strategies current.
• Prepare and organize materials for client meetings, including summarizing notes and follow-up actions.
• Aid in maintaining compliance by updating client records and ensuring adherence to industry standards.
• Learn to utilize financial planning software (e.g., MoneyGuidePro) and CRM systems (e.g., Redtail) to manage client data effectively.

Time Allocation:

• 50%: Training and hands-on learning in financial plan preparation and client support.
• 30%: Assisting with research, data analysis, and compliance tasks.
• 20%: Administrative support and team collaboration.

Qualifications:

• A bachelor’s degree in finance, business, economics, or a related field is preferred.
• Prior financial planning experience is preferred, accompanied by a strong desire to learn and excel in the industry.
• An understanding of investments, taxation, and financial principles is an asset.
• Experience with financial planning tools (e.g., MoneyGuidePro) and CRM systems (e.g., Redtail) is preferred.
• Proficiency in MS Office; familiarity with financial planning tools and CRM systems is a plus.
• Exceptional organizational skills and meticulous attention to detail.
• A proactive, team-oriented mindset with excellent communication skills.
• Willingness to pursue industry licenses (e.g., Series 7 and Series 66) as you progress in your career.

Compensation and Benefits:

• Competitive salary range: $45,000–$55,000, commensurate with experience.
• Performance-based bonuses.
• Comprehensive health insurance (premiums covered).
• Safe Harbor 401(k) plan with a 3% automatic contribution.
• Profit-sharing opportunities.
• Two weeks of paid vacation, increasing with tenure.
• Covered parking in a central location.

Call to Action:

Ready to launch your career in financial planning with a firm that values growth, collaboration, and innovation? Apply today by submitting your resume and a brief cover letter explaining why you’re excited about joining our team as a Trainee Financial Paraplanner. We appreciate all applicants; only those selected for an interview will be contacted.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Paid training

Compensation Package:

• Bonus opportunities
• Profit sharing

Application Question(s):

• Do you have experience with financial planning tools, if so which ones?
• Are you willing to pursue industry licenses? (e.g., Series 7 and Series 66)
• Do you have an understanding of investments, taxation, and financial matters?

Education:

• Bachelor's (Preferred)

Experience:

• financial services: 1 year (Preferred)

Ability to Commute:

• Helena, MT 59601 (Required)

Work Location: In person

Salary : $45,000 - $55,000