The paraplanner works closely with the firm’s Financial Planners and is responsible for assisting in developing, monitoring and updating comprehensive financial plans that we prepare for our clients. Cash flow planning, retirement planning and tax planning are key areas of focus. The paraplanner role is multi-faceted as it includes analytical work, writing, research and client interaction.


Responsibilities will include:
  • Manage the data gathering process
  • Work with the Financial Planner to develop comprehensive financial plans
  • Assist clients in implementing aspects of their plan
  • Develop Investment Policy Statements that govern how accounts will be managed
  • Participate in client meetings and assist with follow-up tasks
  • Manage client portals
  • Oversee quarterly reporting for clients
  • Develop relationships with clients


The ideal candidate will:
  • Have a Bachelor’s Degree in a business related field of study
  • Desire to work towards a Certified Financial Planner designation
  • Be a collaborative, team player
  • Have strong verbal and written communication skills
  • Be organized, have strong time-management skills and be able to multi-task
  • Be detail-oriented and take pride and ownership of work
  • Desire to work in a small company environment


Salary is commensurate with experience. We offer a base salary, employer subsidized health insurance, paid time off, and 401(k) plus employer matching. Significant opportunity for personal growth and career development.

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