Senior Paraplanner/ Senior Financial Planner
About The Position
The Snook Group is seeking an experienced financial planning professional to join their team as a Senior Paraplanner, internally known as a Senior Case Consultant. This role is central to the planning department, responsible for creating comprehensive financial plans from inception to completion. The Senior Case Consultant will support advisors with timely and polished deliverables, and provide technical mentorship to two junior planners. The ideal candidate is a problem-solver who can synthesize client financial data into a cohesive and organized plan, enabling advisors to proceed with client meetings confidently. The firm welcomes candidates from various financial planning backgrounds, emphasizing demonstrated holistic planning experience over transactional work.
Requirements
- 3–5 years of experience in financial services, with at least 2–4 years in a financial planning or paraplanning role
- Deep, working knowledge of financial planning concepts: retirement planning, investment basics, tax implications, Social Security, account registrations (IRAs, Roth IRAs, 401(k)s, pensions), and cash flow analysis
- The ability to think holistically — you understand how all the 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
- A team-first mindset and a genuine interest in helping others grow
Nice To Haves
- CFP (Certified Financial Planner) designation — highly valued
- Series 7 and 66 licenses, or willingness to obtain within 9 months
- Life, Health, and Accident Insurance licenses, or willingness to obtain within 3 months
- Experience with RightCapital, Morningstar, eMoney, Advisor360, Envestnet, or similar planning platforms — if you’ve used any planning software, you can learn ours
- Background at an independent RIA, insurance-based planning firm, MassMutual general agency, or wealth management practice with full planning scope
- Experience in a mentoring or senior contributor capacity
Responsibilities
- Build and maintain comprehensive, multi-area financial plans covering investments, retirement, tax planning, and cash flow analysis
- Prepare all client deliverables on a defined production schedule — plans go to clients 1–2 weeks before advisor meetings
- Support advisors with pre-meeting preparation and post-meeting follow-up, including plan refinements and client communications
- Identify planning opportunities — not just what’s in front of you, but what could genuinely benefit the client
- Mentor 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 — your input will be heard and acted on
Benefits
- 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
- Quarterly team performance bonus
- Year-end individual performance bonus potential
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
