Financial Planning Specialist / Paraplanner The Financial Planning Specialist/Paraplanner is a support position that provides financial planning support for all financial advisers. Responsibilities include data gathering and analysis, development of financial planning recommendations, plan implementation, and portfolio management. The Planning Specialist/Paraplanner may be required to participate in client meetings to assist in financial plan presentations. Through deep knowledge of the client's personal goals, needs, and values, the Planning Specialist and Financial Advisors will collaboratively work together to tailor specific recommendations that offer the best available strategies, products, and services. Responsibilities: