Paraplanner

Sentinel Group • Wakefield, MA

3d • $70,000 - $80,000 • Hybrid

About The Position

We are seeking an experienced and detail-oriented Paraplanner to support our financial planning team. In this role, you will work closely with senior financial planners to deliver high-quality financial advice and services to clients. Your responsibilities will include researching, preparing financial documents, analyzing client data, and assisting in the development of financial strategies. You will play a critical role in ensuring that all aspects of the financial planning process run smoothly, from research and documentation to client meetings, and follow up.

Requirements

• Licensed Series 65 or 7/66
• Life Accident and Health Licensing (or ability to obtain in first 90 days)
• Knowledge of financial planning principles, investment strategies, and risk management
• Proficiency in using advance planning in eMoney
• Experience working with individual clients or admin in Wealth Management
• Minimum of 3-5 years of experience as a Paraplanner or in a similar financial planning support role.
• Bachelor's degree in finance, accounting, economics, or a related field
• Strong knowledge of financial planning software (e.g., eMoney,), Microsoft Excel, and other office tools.
• Solid understanding of financial products, tax planning, investment strategies, retirement planning, and estate planning.
• Excellent written and verbal communication skills, with the ability to convey complex financial information in a clear and concise manner.
• Exceptional attention to detail and organizational skills, with the ability to manage multiple tasks simultaneously.
• Strong interpersonal skills and the ability to build and maintain relationships with clients, colleagues, and external partners.
• Ability to analyze complex financial information, identify issues, and develop practical solutions

Nice To Haves

• CFP or in pursuit of CFP
• Proven experience in financial planning, wealth management, or a related role is an advantage.
• We encourage candidates with relevant experience and a strong passion for financial planning to apply, even if they do not have a formal degree.

Responsibilities

• Assist senior financial planners in managing client relationships, ensuring client needs are met and expectations are exceeded.
• Conduct comprehensive financial research, including investments, tax strategies, estate planning, insurance, and retirement planning.
• Prepare and review detailed financial reports, including investment portfolio analysis, cash flow projections, and retirement plans. Generate recommendations that align with clients' financial goals.
• Draft financial plans, client correspondence, and reports for review and presentation to clients.
• Ensure all client files, reports, and recommendations comply with company policies and relevant financial regulations.
• Leverage eMoney financial planning software to prepare financial models, projections, and reports.
• Support client meetings, take notes, and assist in developing action items. Follow up on any outstanding tasks or questions from meetings.
• Stay up-to-date with current financial planning practices, tax laws, and market trends to ensure high-quality and informed advice.
• Work closely with financial advisors, administrators, and other professionals within the organization to ensure smooth and efficient operations.

Benefits

• PTO (vacation, sick, personal time bank)
• FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
• 12 Paid Holidays (10 stated and 2 floating holidays)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, Vision
• Life Insurance
• LTD & STD
• Retirement Plan with 4% Employer Match
• Parental Leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level