Join The InSight Team
InSight Junior Planner/Paraplanner
What Is an InSight-Full® Paraplanner?
A paraplanner works as a junior member of the InSight Financial Planning team and will be brought in to develop client relationships and work on financial plans to help clients reach their goals.
InSight has an innovative and informative cadence to working with clients. A Paraplanner will help keep those clients excited about their InSight-Full® financial plan and working through the process.
As a paraplanner, your job duties include gathering and reviewing client financial records, modeling possible financial scenarios, and using software to prepare documents with charts, graphs, and other visual aids. You also support financial advisors by helping prepare for meetings, performing research, and making planning recommendations. Our paraplanner can work virtually outside of the office but may need to come to the office in Boulder, CO.
How to Become an InSight-Full® Paraplanner?
Although there are no set qualifications for becoming a paraplanner, you must have a love of communicating financial concepts with people. Additionally, an understanding of financial planning concepts, experience with industry software, and mathematical skills.
The ideal candidate may also want to achieve a CFP certification, which includes completing a specialized financial planning education program, passing the CFP exam, and earning a bachelor’s degree. Helpful fields of study include business, finance, and economics.
Job Summary
We are seeking an experienced and highly organized Paraplanner to join our team. The Paraplanner will provide support to financial advisors by preparing financial plans and analyses, gathering client data, and ensuring that client portfolios are properly implemented and managed. The successful candidate will work independently and be highly organized while maintaining strict attention to detail.
Duties and Responsibilities
- Initiate financial plans and gather client data, including risk tolerance and financial goals
- Input client data into financial planning software
- Research and select appropriate investments
- Prepare investment proposals and portfolio reviews
- Monitor portfolios and investments
- Maintain client records and ensure compliance
- Assist with new business development and marketing efforts
- Respond to client inquiries
Requirements and Qualifications
- Bachelor’s degree
- 3+ years of experience communicating with clients
- Excellent research, analytical, and problem-solving skills
- Able to work independently and meet deadlines
- Knowledge of financial planning software
InSight Social Media Intern
About InSight Financial Planners
We believe financial planning should empower individuals and families, not overwhelm them. Based in the heart of Boulder, we’re a local, community-focused financial planning and investment firm helping clients create personalized, values-driven financial strategies.
Our team is passionate about building trust through transparency, education, and meaningful relationships. Our goal is to simplify the complex and offer clarity with compassion.
Position Overview
We’re looking for a Social Media Intern who is excited to blend creativity with strategy to elevate our digital presence. This is a great opportunity for someone with a professional, analytical, and creative mindset who is passionate about creating thoughtful and engaging content that connects with people where they are.
This role is ideal for a current student or recent graduate who’s eager to gain hands-on experience in digital marketing within the financial services industry.
Key Responsibilities:
- Create, schedule, and publish compelling and informative social media content tailored to current and prospective financial clients.
- Collaborate with our financial planning team to translate key financial concepts into relatable, audience-friendly posts and videos.
- Monitor and report on social media performance
- Use Meta for Business to track ad and post performance, audience engagement, and trends.
- Design professional and on-brand visuals using Canva for posts, stories, and infographics
What You’ll Learn:
- How financial planners build trust, provide value, and communicate effectively with diverse audiences.
- Learn to support branding consistency across all digital channels.
Requirements:
- Interest in finance, investing, or community-based business is a plus.
- A vision for our brand and accompanying message.
- Experience with Canva and social media scheduling tools.
- Highly organized and detail-oriented with strong time management skills.
- A collaborative attitude and willingness to learn.
Additional Skills:
- Video editing experience (for stories on socials or YouTube)
- Experience using WordPress or basic web publishing tools
- Familiarity with social media trends in financial or professional services or willingness to research current trends
What We Offer:
- Flexible scheduling around classes or other commitments
- Opportunities to learn about personal finance, investing, and financial planning principles
- A meaningful role in helping educate and empower our community through financial literacy
Time Commitment: 3 to 5 hours per week
Pay: $15.75 per hour
Reports To: Peter Locke and Kevin Taylor, Managing Partners