Virtual Paraplanner

About the Role

Demystified is a financial education company on a mission to help first-generation wealth builders — particularly women — take control of their financial futures. We’re seeking an experienced, client-ready Virtual Paraplanner to lead 1:1 financial strategy sessions for our premium clients. You’ll serve as the financial planning expert behind each session, delivering personalized, actionable guidance in a warm, empowering environment that reflects our brand. This is a contract role with strong potential for ongoing engagement as our programs grow.

What You’ll Do

• Lead 90-minute virtual financial strategy calls with clients on a scheduled basis.
• Review client financial intake forms and pre-call questionnaires before each session.
• Build or update financial plans inside RightCapital based on client data and goals.
• Cover areas such as cash flow, net worth, investing, retirement, tax strategy, insurance, and estate planning basics.
• Deliver clear, confident, and motivating guidance consistent with Demystified’s financial empowerment tone.
• Complete same-day session summaries and recommended next steps for each client.
• Manage a back-to-back call schedule on designated session days.
• Collaborate with the Demystified team on client follow-up and experience continuity.

What We’re Looking For

Required

• 2+ years of financial planning or paraplanning experience.
• Proficiency in RightCapital or willingness to learn quickly.
• Strong understanding of personal finance strategy (cash flow, investing, retirement, tax basics).
• Comfortable managing 4–6 back-to-back virtual calls in a day.
• Excellent communication skills — warm, clear, and jargon-free.
• Reliable home office setup with stable internet.
• Ability to maintain strict client confidentiality.

Preferred

• CFP® designation or currently in progress.
• Experience working with women, first-gen wealth builders, or underserved communities.
• Background in wealth management or financial coaching.
• Familiarity with financial education programs or online communities.
• Comfort with tools like Zoom, Notion, or Slack for team coordination.

Compensation

Contract / 1099 engagement — flexible structure based on your availability and our session volume. Compensation available as an hourly rate or monthly retainer for candidates who can commit to a consistent session cadence. Rate is competitive and commensurate with experience ($25,000 – $75,000 annually). Please include your preferred compensation structure (hourly or retainer) and rate expectations in your application — submissions without this information will not be considered.

Logistics

• All calls conducted virtually via Zoom.
• Sessions scheduled with advance notice — flexibility required on designated call days.
• Must be able to commit to scheduled days and maintain a reliable, distraction-free environment.

Key skills/competency

• Virtual Paraplanner
• Financial Planning
• Client Strategy Sessions
• RightCapital
• Personal Finance
• Wealth Building
• Communication Skills
• Client Confidentiality
• Financial Education
• Remote Work