Job Description
Paraplanner
Zia Capital LLC
(Integrated Wealth, Real Estate & Strategic Advisory Platform)
Hyderabad, India (On-site)
About the Role
We’re looking for a detail-oriented Paraplanner to support our advisory team in delivering comprehensive wealth management solutions. This role is perfect for someone who enjoys working behind the scenes, ensuring financial plans and investment strategies are accurate, well-documented, and client-ready.
Key Responsibilities
Prepare and analyze financial plans (retirement, tax, insurance, estate).
Support investment research, portfolio modeling, and performance reporting.
Assist with client meeting materials, documentation, and follow-up actions.
Maintain compliance standards and accurate client records.
Coordinate with custodians and providers, ensuring smooth operations.
What We’re Looking For
2–5 years of experience in financial planning, wealth management, or advisory support.
Bachelor’s degree in finance, acco...
Zia Capital LLC
(Integrated Wealth, Real Estate & Strategic Advisory Platform)
Hyderabad, India (On-site)
About the Role
We’re looking for a detail-oriented Paraplanner to support our advisory team in delivering comprehensive wealth management solutions. This role is perfect for someone who enjoys working behind the scenes, ensuring financial plans and investment strategies are accurate, well-documented, and client-ready.
Key Responsibilities
Prepare and analyze financial plans (retirement, tax, insurance, estate).
Support investment research, portfolio modeling, and performance reporting.
Assist with client meeting materials, documentation, and follow-up actions.
Maintain compliance standards and accurate client records.
Coordinate with custodians and providers, ensuring smooth operations.
What We’re Looking For
2–5 years of experience in financial planning, wealth management, or advisory support.
Bachelor’s degree in finance, acco...
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