Are you passionate about financial planning and eager to take your career to new heights?

We’re looking for a motivated Paraplanner who’s either focused on a long-term career in paraplanning or seeking the opportunity to complete their professional year within the next 2-3 years, all while building a solid foundation of knowledge.

Who Are We?

We are a close-knit, growing business based in Midland, serving clients from our local community and beyond. Our clients are laid-back, and so are we—so we’re looking for someone who can embrace our easy-going vibe while contributing to our success. As we expand, there’s plenty of opportunity to grow within your role as a paraplanner, and we’re equally excited about finding a career paraplanner to help shape our long-term vision.

What We Offer:

A relaxed, collaborative, and supportive work environment with a culture that prioritizes work-life balance (yes, you can wear thongs and shorts to work if you're not seeing clients!).

Ongoing professional development and ample opportunities for career growth.

A competitive salary based on your performance and contributions—not just years of experience.

The opportunity to make a real impact on our clients’ financial futures.

What We’re Looking For:

Strong analytical and problem-solving skills.

Excellent communication and interpersonal abilities.

A proactive, client-focused mindset.

Some experience in financial planning is preferred, but a strong passion to learn is key.

If you’re ready to be part of a dynamic, forward-thinking team that values innovation, excellence, and making a tangible difference, we’d love to hear from you!