Client engagement sales support

Paraplanner – Client Engagement & Presentation Support

Location: Brighton Headquarters – 315 W North St Ste C, Brighton, MI 48116
Type: Full-Time| On-site

About Main Financial Group

Main Financial Group is a premier wealth management firm dedicated to helping individuals and families preserve and protect their financial legacy. As an independent wealth management firm, we blend strategy, service, and insight to create tailored financial plans that reflect the values and goals of our clients. We are growing rapidly and looking for a proactive, detail-oriented Paraplanner to join our dynamic team in Brighton, MI.

Role Overview

The Paraplanner – Client Engagement & Sales Support plays a key role in advancing new business and supporting our advisory team. This position is centered around two core responsibilities:

• Lead Qualification – You will conduct brief, structured phone calls with prospective clients to evaluate fit, capture essential information, and support the transition into the planning process.
• Planning Meeting Preparation – You will create custom-tailored, visually polished PowerPoint presentations that help advisors lead confident, personalized client meetings.

This is a collaborative, detail-heavy role requiring precision, excellent communication, and a strong grasp of the client journey in a planning-led advisory practice.

Key Responsibilities

1. Prospect Discovery & Lead Qualification

• Conduct 15-minute introductory phone calls with inbound leads using a standardized discovery script.
• This is not a sales or solicitation role — the purpose of the call is purely to qualify the prospect and gather information, not to sell products or close business.
• Evaluate potential fit based on planning needs, financial complexity, and alignment with Main Financial Group’s offerings.
• Accurately document call insights and action items in Wealthbox CRM
• Coordinate seamlessly with advisors on lead status, follow-ups, and scheduling considerations.
• Serve as a warm, knowledgeable first impression for prospective clients.

2. Sales Meeting Presentation Development

• Prepare advisor-facing PowerPoint presentations customized for each client’s planning meeting.
• Integrate financial data, goals, account summaries, and tailored insights into each slide deck.
• Follow firm branding and formatting standards while maintaining clarity and professionalism.
• Collaborate closely with advisors to incorporate real-time planning strategies and meeting objectives.

Ideal Candidate Profile

· Confident communicator with a warm, engaging phone presence.

· Meticulous with formatting and organization — detail is everything.

· Comfortable working with financial data and tools, and translating them into clear visuals.

· Proactive and responsive, with excellent time management skills.

· Able to work collaboratively while managing multiple priorities and deadlines

Required Qualifications

• 1–3 years of relevant experience in a financial planning, sales support, or advisory operations role
• Strong PowerPoint skills and experience creating high-quality visual materials
• Basic understanding of financial planning principles (e.g., retirement goals, asset allocation, net worth)
• Excellent communication skills and attention to detail

Preferred Qualifications

• Experience with Wealthbox CRM
• Experience working directly with advisors or in a planning-led firm
• Confidence in formatting financial data and insights into client-facing documents

Why Join Us?

• Salary: $65,000 - potential for higher compensation based on experience

· Insurance package to be rolled out in January 2026

· Supportive and high-accountability team environment

· Career development and access to industry tools and training

· On-site work environment in our Brighton, MI headquarters

· Opportunity to contribute directly to the client experience and firm growth

To apply , please send your resume and a brief cover letter to [email protected].

Job Type: Full-time

Pay: From $65,000.00 per year

Work Location: In person