Note: The job is a remote job and is open to candidates in USA. Spire Outsourcing is a financial services support firm that specializes in outsourced financial plan construction for financial advisors. They are seeking a detail-oriented Paraplanner to support financial advisors by preparing financial plans, conducting research, and ensuring accurate, compliant client documentation. This is a part-time, fully remote role ideal for someone who enjoys analytical work and collaboration in a fast-paced financial planning environment.
Responsibilities
- Prepare and support comprehensive financial plans and client recommendations
- Analyze client data (income, assets, liabilities, cash flow)
- Research investment, retirement, and insurance products
- Prepare meeting materials, reports, and supporting documentation
- Maintain accurate client records and assist with account updates and paperwork
- Collaborate closely with financial advisors on ongoing plan reviews
Skills
- 2+ years of experience in financial planning, wealth management, or related field
- Strong analytical, organizational, and communication skills
- Proficiency with spreadsheets and financial planning software
- Ability to work independently in a remote environment
- CFP® preferred but not required
Benefits
- 100% remote flexibility
- Meaningful role supporting client financial success
- Collaborative, high-service professional environment
Company Overview
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. It was founded in 1981, and is headquartered in Fairfield, Iowa, USA, with a workforce of 501-1000 employees. Its website is http://www.joincambridge.com.Company H1B Sponsorship
Cambridge Investment Research, Inc. has a track record of offering H1B sponsorships, with 3 in 2025, 7 in 2024, 6 in 2023, 5 in 2022, 10 in 2021, 13 in 2020. Please note that this does not guarantee sponsorship for this specific role.