Your Future Team White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of April, 2026. We are based in Falmouth, Maine.
The Paraplanner contributes to the team’s efforts in the understanding of clients’ goals and objectives and in developing personalized, comprehensive financial solutions to help achieve clients’ desired outcomes. You will play a vital role in inspiring families, driving financial success, and developing strong connections with our clients.
What You’ll Do • Help with multiple aspects of preparation, development, and implementation of financial plans • Establish and nurture excellent client relationships through personalized interactions through in-person, telephone, and email communication channels, serving as the primary contact for client account servicing requests. • Process all updates to account instructions. • Process transactions, coordinate account funding and administer client cash flow needs. • Maintain up-to-date client records and document all client interactions and service work to ensure accurate client information. • Maintain compliance with corporate and regulatory standards while supporting company-initiated projects as needed. • Work together with the team to provide superior client service • Support the team with other ad hoc tasks • Assist with Client meeting preparation, including scheduling, data collection, quality control. • Work with the entire White Pine Wealth Management team to ensure alignment between each client’s Plan and implementation strategy.
What You’ll Bring • Bachelor’s degree • Series 7, 65 Preferred, Insurance license and Paraplanner or other related designation a plus • 2+ years of experience in the financial services industry in a client relationship position. • Excellent written and verbal communication skills, and interpersonal skills. • Ability to operate independently in dealing with broad concepts and manage multiple priorities • Knowledge of different investment and financial planning topics and a commitment to client service • Ability to become proficient in the use of client relationship management and comprehensive financial planning software and technologies • Experience with Black Diamond, eMoney, Excel and Salesforce CRM are all a plus but not required
What We Offer • Coverage on the first day of employment for medical, dental, and vision insurance • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) • 401k matching plan • HSA employer contributions • Student loan assistance • Pet insurance • Base salary of $70,000-$80,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
Hightower’s Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
