Financial Planner

This Senior Paraplanner position in Columbus, OH supports personalized wealth management by turning client information into customized, goal-based financial plans. TPM Placement is seeking a finance professional to collaborate with the team, deliver advice in client meetings, and maintain up-to-date knowledge across tax, estate, and capital markets.

The role offers an annual salary range of USD 110,000 - 130,000 and is based onsite in Columbus, OH. With a minimum of 3 years of experience and a bachelor’s degree required, you will build increasing independence over the first six months.

What you’ll do

• Gather and analyze client data to create financial plans and coordinate planning deliverables.
• Participate in client meetings and provide investment and planning guidance to clients.
• Profile clients to identify investment and lending needs, then coordinate investment, fiduciary, and lending solutions to match those needs.
• Generate investment ideas using firm research, team guidelines, and asset allocation strategies aligned to each client’s risk profile and objectives.
• Coordinate with team members to collect planning information and file or upload details into MoneyGuidePro.
• Act as a planning topic expert by staying current on tax law, estate regulations, and capital market trends.
• Develop full autonomy within six months, including reaching out to clients directly and running client meetings independently.
• Support tax and estate planning work, including insurance gap analysis and beneficiary reviews.
• Work directly with clients by crafting thoughtful financial plans and delivering personalized wealth management advice.
• Maintain strong compliance by understanding and following firm rules and the requirements of applicable regulatory agencies.

Required qualifications

• Bachelor’s degree
• Professional licenses: Series 7, 63 and 65 (or 66) required
• Obtain an insurance license within 12 months of hire
• 3 - 5 years of industry experience required
• 3 - 5 years of financial planning experience required
• Experience with MoneyGuidePro or eMoney

Tools and technologies

• MoneyGuidePro
• eMoney

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Preferred experience

• Experience in tax analysis, retirement planning, and estate planning
• Knowledge of Regulation 72(t) plan distributions
• Knowledge of executive compensation plans, including RSUs and stock grants

How you’ll be expected to show up

• Deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans.
• Excellent verbal and written communication, with prompt, accurate, and detail-oriented client service.
• Thorough, resourceful approach to problem solving and a solutions-based mindset.
• Comfort collaborating with team members and other departments across the organization.
• Ability to manage multiple high-touch projects simultaneously with precision and accuracy.
• Advanced hands-on experience with financial planning software, ideally MoneyGuidePro.
• A strong work ethic aligned with the existing team culture, with a sincere desire to serve clients as an expert resource.
• Interest in long-term growth opportunities across the firm and the industry.
• Ability to run a client meeting end to end, supported by strong presentation skills.
• Commitment to continuous learning and professional development, with initiative and ownership across the full role from logistics to process.