Paraplanner- White Pine Wealth Management

Job description

Your Future Team White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of April, 2026. We are based in Falmouth, Maine. The Paraplanner contributes to the team’s efforts in the understanding of clients’ goals and objectives and in developing personalized, comprehensive financial solutions to help achieve clients’ desired outcomes. You will play a vital role in inspiring families, driving financial success, and developing strong connections with our clients. What You’ll Do: - Help with multiple aspects of preparation, development, and implementation of financial plans - Establish and nurture excellent client relationships through personalized interactions through in-person, telephone, and email communication channels, serving as the primary contact for client account servicing requests. - Process all updates to account instructions. - Process transactions, coordinate account funding and administer client cash flow needs. - Maintain up-to-date client records and document all client interactions and service work to ensure accurate client information. - Maintain compliance with corporate and regulatory standards while supporting company-initiated projec...