Supporting the financial planning team, the full-time Remote Paraplanner will create and update financial plans using eMoney software, draft financial analyses, and manage workflows while collaborating with Financial Planners and Wealth Advisors. Key responsibilities Work closely with Financial Planners and Wealth Advisors to support comprehensive financial planning Create and update financial plans using eMoney software, focusing on various scenarios Draft financial analyses in Excel for review and manage relevant notes and workflows in the CRM Required qualifications Bachelor's degree Experience using eMoney financial planning software strongly preferred Proficiency in Microsoft Excel Basic understanding of personal financial planning and desire to pursue CFP certification Disciplined, detail-oriented, and exceptional organizational skills