Financial Planning Associate

Job Description

Job Description

Financial Planning Associate / Paraplanner

Legacy Wealth Partners, Inc.

Portland OR

www.legacy-wealth-partners.com

What We Offer & Our Commitment to You

At Legacy Wealth Partners, you will join a fast-paced team that values efficiency, initiative, and continuous improvement. We are committed to creating an environment where ideas are welcomed, constructive feedback is encouraged, and every team member is empowered to help shape the way we grow.

We believe in working hard, playing hard, and showing up with purpose every day. You’ll thrive here if you take ownership, look for ways to make your work and the client experience better, and enjoy being part of a team that holds itself to a high standard. This is not just a job — it is an opportunity to build a career within a firm that is growing, evolving, and investing in the people who make it exceptional. We want to work with colleagues who enjoy showing up and are committed to growing the company. You will excel if you are creative, independent, and do more without being instructed to do so.

As trust is built, so are the benefits : generous compensation, flexibility, and the satisfaction of contributing to a business where your impact is real and valued.

Position Overview

Full time exempt position.

We are seeking a knowledgeable and motivated Financial Planning Associate / Paraplanner to support the development and implementation of comprehensive financial plans and follow up workflows for our clients. This role involves close collaboration with senior advisors and direct engagement with clients.

Key Responsibilities

• Coordinate new client onboarding and account setup / maintenance processes.
• Attend client meetings to document discussions and manage follow-up tasks.
• Prepare financial planning illustrations and scenarios using eMoney.
• Maintain accurate client financial data and documentation.
• Assist clients in gathering necessary financial information.
• Coordinate with internal teams to implement financial planning recommendations.
• Draft and manage financial planning agreements and related documentation.

Qualifications

Company Description

The Office of Nathan Engstrom, affiliated with Eagle Strategies and NYLIFE Securities, helps clients achieve financial goals with integrity and personalized service.”

Company Description

The Office of Nathan Engstrom, affiliated with Eagle Strategies and NYLIFE Securities, helps clients achieve financial goals with integrity and personalized service.”