Paraplanner

Para-planner Prudent Investors is seeking a detail-driven Para-planner to support three Financial Advisors with financial planning, trading, portfolio management, client transactions, research, analysis, and documentation. Prudent Investors is a boutique wealth management firm providing thoughtful, high-touch financial guidance to individuals and families. We help clients navigate complex financial decisions through personalized planning, strategic investment management, and a long-term perspective. This role is ideal for someone who enjoys turning financial strategy into precise execution and takes pride in keeping client and investment workflows accurate, organized, and moving forward. In this role, you will help prepare client recommendations, support investment and portfolio activity, coordinate transactions and paperwork, maintain accurate documentation, and ensure key follow-through happens with care and professionalism. The ideal candidate is analytical, organized, service-