Associate Advisor, Paraplanner
$30,000–$30,000 year
HybridCharleston, South Carolina, United States
Job Summary
Build comprehensive financial plan drafts in eMoney covering retirement, tax, estate, insurance, and special needs planning, then collaborate with the lead advisor to refine before client presentation. Own client communication and follow-up, including action items, documentation requests, meeting prep, post-meeting summaries, and routine touchpoints between meetings. Maintain complete and timely CRM records for all client interactions and planning activity. Support seasonal planning workflows across spring, summer, and fall structured meeting seasons. Develop working knowledge of SNTs, ABLE accounts, SSI/SSDI, Medicaid, and related benefit programs, applying that knowledge in plan development and client communications. Help build the infrastructure of a growing practice by developing scalable planning workflows, client-facing educational content, and onboarding processes for the special needs niche.
Required Qualifications
- 1–4 years of financial planning experience at an RIA or fee-only planning firm
- Demonstrated experience building or substantially contributing to financial plan development
- Proficiency with eMoney or comparable comprehensive planning software (MoneyGuidePro, RightCapital)
- Series 65 or 66 licensed, or willingness to obtain prior to taking on client-facing advisory responsibilities
- Empathetic, detail-oriented, and proactively communicative — you own follow-through without being reminded
- Self-directed and comfortable working with a high degree of autonomy; you manage your own time and deadlines without daily oversight
- Genuinely growth-oriented — your five-year goal should involve owning client relationships, not purely supporting someone else's
- Maintain strict confidentiality of all client information, financial data, and firm records at all times
- Adhere to Apollon Wealth Management's compliance policies and procedures
- Conduct all client interactions and planning activities in accordance with fiduciary standards and applicable state and federal regulations
- Protect the integrity of client data across all platforms and systems
- Complete required regulatory training
- Maintain any licenses or registrations in good standing
- Occasional in-person time in Charleston, SC for firm events, client meetings, or planning sessions (travel reimbursed)
- Generally 35–45 hours/week
- Expect heavier workload during tax season (February–April) and year-end (November–December)
Desired Qualifications
- CFP® designation or actively in progress; candidacy will be prioritized
- Experience with estate planning, trust structures, or government benefit programs
- Personal or professional connection to the special needs or disability community
- Experience building internal processes, client-facing content, or planning workflows at a prior firm
- Familiarity with eMoney Advisor
- Familiarity with Holistiplan
- Familiarity with Salesforce
- Familiarity with Schwab and/or Fidelity
- Familiarity with Orion
- Familiarity with Microsoft Office Suite (Word, Excel, Outlook)
- Familiarity with Claude (Anthropic) for research, drafting, and planning support
- Familiarity with Zocks for AI-powered meeting notes and CRM integration
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