Paraplanner

Paraplanner – Collective Advisors (Austin, TX)

A career-launching role for the next generation of financial planners in one of America’s fastest-growing cities.

About Collective Advisors

Collective Advisors is a rapidly growing Austin-based wealth management firm focused on helping individuals, families, entrepreneurs, and business owners make confident financial decisions and take action on the strategies that matter most in their lives.

Our team works closely with clients on investment management, retirement planning, tax strategy, and long-term wealth planning. While thoughtful financial planning is at the center of what we do, we believe the real value comes from helping clients actually implement the strategies that move their lives forward.

Collective Advisors currently has a team of seven professionals and will expand to nine this year as we continue building our presence across Austin and Central Texas. Our clients live in more than 30 states, and the firm continues to grow by attracting talented professionals and advisors who want to be part of a modern, forward-thinking advisory firm.

We are proud to be aligned with Carson Group, one of the nation’s leading RIAs. Through this partnership we gain access to industry-leading investment research, advanced technology platforms, and strategic guidance that helps our firm stay ahead of where the financial planning industry is going.

Our culture is collaborative, supportive, and yes—fun. We build genuine relationships with our clients and with each other, and we take pride in creating a workplace where people enjoy coming to work and building their careers.

Community involvement is a core part of who we are. Our team serves on nonprofit boards, volunteers quarterly with local organizations, participates in the Financial Planning Association, hosts community events, and regularly lectures at the University of Texas on financial planning and financial literacy.

Position Summary

Collective Advisors is seeking a Paraplanner to support our wealth advisors in preparing and implementing financial strategies for clients.

This role focuses on financial planning analysis, investment implementation, and supporting advisors in delivering and executing client strategies. Paraplanners attend client meetings, assist with planning recommendations, and help ensure strategies are implemented effectively.

Key Responsibilities

Financial Planning Support

• Assist advisors with building and updating comprehensive financial plans
• Gather and organize client financial information for planning analysis
• Run projections related to retirement planning, tax strategies, and cash flow scenarios

Investment & Strategy Implementation

• Assist with portfolio allocation reviews and investment implementation
• Support advisors with retirement account and 401(k) allocation analysis
• Help track implementation of financial planning recommendations

Client Meeting Preparation & Participation

• Prepare planning materials for client meetings
• Attend financial planning meetings alongside advisors
• Assist with explaining planning strategies and tracking follow-up action items

Planning Systems & Workflow

• Maintain accurate client information within planning software and CRM systems
• Assist with improving internal planning workflows and systems

Career Path Opportunities

Planning Track

Paraplanner → Financial Planner → Senior Financial Planner → Director of Financial Planning

Advisor Track

Paraplanner → Associate Wealth Advisor → Wealth Advisor → Partner Advisor

Collective Advisors invests heavily in mentorship and professional development and has a strong track record of helping team members grow into new roles as the firm expands.

Qualifications

Education

· Bachelor’s degree required.

o Preferred areas of study:

§ Financial Planning

§ Finance or Economics

· Experience & Professional Certification

o Candidates must either hold the CFP® certification or be on track and able to pass the CFP® exam within the next year.

o We welcome candidates early in their financial planning careers, including recent graduates with financial planning education or early-career professionals from other advisory firms.

Technology Experience

• Financial planning software (eMoney, MoneyGuidePro, or similar)
• CRM systems such as Salesforce
• Microsoft Office Suite

Collective Advisors values candidates who are comfortable using artificial intelligence tools to improve research, financial analysis, and planning efficiency.

Who Thrives in This Role

• Individuals who enjoy solving complex financial planning problems
• Highly detail-oriented and organized professionals
• Candidates excited about working in a fast-growing firm
• People who value collaboration, mentorship, and long-term career development

Benefits

• Health, dental, and vision insurance
• Generous paid time off and paid holidays
• Strong 401(k) contribution program
• Professional development opportunities
• Team retreats and firm events that strengthen collaboration and culture

Compensation

Commensurate upon experience and certifications within the Financial Services industry

Tier 1

New grads (planning-focused)

$54,000 – $59,000

Tier 2

Industry experience

$59,000 – $64,000

Tier 3

New grads with CFP education complete

$64,000 – $68,000

Tier 4

Planning experience and/or CFP

$68,000 – $76,000

Hiring Timeline

April 15: Post role and begin collecting applications

April 15- May 15: Conduct initial screening interviews

May 15-June 15: Advisor interviews and case discussions, team lunch

June 15-July 1: Target start date

Pay: $54,000.00 - $76,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Financial planning services
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• Are you currently pursuing or planning to pursue the CFP® certification?
• Are you interested in building a long-term career in financial planning?
• This role requires managing detailed financial information and planning analysis. Are you comfortable working in a detail-oriented environment?
• Have you completed coursework or gained experience related to financial planning?

• Work Location: In person/hybrid role