Senior Paraplanner/ Senior Financial Planner

Experienced financial planning professional to step into a Senior Paraplanner role, building comprehensive financial plans from start to finish, supporting advisors with deadline-driven deliverables, and mentoring two junior planners.

Location: Mechanicsburg, PA (onsite)

Salary: USD 80,000 - 110,000 per yearly

Responsibilities

• Develop and maintain integrated financial plans across investments, retirement, tax strategy, and cash flow modeling
• Produce client deliverables on a defined production cadence, ensuring plans reach clients 1–2 weeks before advisor meetings
• Assist advisors with pre-meeting preparation and post-meeting follow-ups, including plan refinements and client communications
• Proactively identify planning opportunities that genuinely benefit the client beyond the obvious needs
• Coach and guide two junior case consultants, reviewing their work and accelerating their development
• Maintain accurate client records across CRM, planning platforms, and portfolio systems
• Collaborate with the team on process improvements, contributing ideas that are acted on

Requirements

• 3–5 years in financial services, with 2–4 years in a financial planning or paraplanning role
• Deep working knowledge of retirement planning, investments, taxation, Social Security, account registrations (IRAs, Roth IRAs, 401(k)s, pensions), and cash flow analysis
• Ability to think holistically about how all pieces of a client’s financial life connect
• Advanced Excel skills and proficiency with Microsoft Office Suite (Outlook, Word, OneDrive)
• Exceptional attention to detail and the ability to manage multiple plans under deadline pressure
• Clear, professional written and verbal communication
• Team-first mindset with a genuine interest in helping others grow
• Candidates must be authorized to work in the United States on a permanent basis

Technologies

• RightCapital
• Morningstar
• eMoney
• Advisor360
• Envestnet
• Microsoft Excel
• Microsoft Office Suite (Outlook, Word, OneDrive)

Benefits

• Base salary: USD 80,000–110,000 depending on experience
• Quarterly team performance bonus when firm goals are met
• Year-end individual performance bonus potential
• Comprehensive benefits including Health, Life, Disability, Dental, and Vision insurance
• 401(k) with Safe Harbor employer match
• Paid time off and holidays
• Professional development and continuing education support