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 operati...

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