What are the responsibilities and job description for the 2026 Junior Financial Planner position at Mowery & Schoenfeld LLC?
We are seeking a motivated and detail-oriented Junior Financial Planner (Financial Planning Associate/Paraplanner) to support our wealth advisory team in delivering comprehensive, client-centered financial planning solutions. This is an excellent entry-level opportunity for someone early in their career who is eager to learn, grow, and develop technical expertise within a collaborative, professional environment.
The Junior Financial Planner plays a key role in preparing financial plans, conducting analyses, supporting client meetings, and maintaining accurate client data across our planning and portfolio management platforms.
Key Responsibilities
Financial Planning Support
Assist in the development, analysis, and review of comprehensive financial plans, including cash flow, retirement, tax, estate, and insurance planning.
Perform detailed financial analyses such as scenario modeling, risk assessments, and goal tracking.
Develop expertise in financial planning technology, with a strong focus on eMoney.
Client Meeting Preparation & Support
Collaborate closely with Wealth Advisors to create holistic financial plans encompassing retirement planning, tax strategies, estate planning, insurance planning, and investment management.
Participate in client meetings to gather financial information and gain an understanding of client goals, risk tolerance, and long-term financial objectives.
Prepare client-facing materials, including presentations, reports, and financial illustrations.
Enter and maintain accurate client data across multiple systems, including Tamarac and eMoney, ensuring data integrity and consistency.
Stay informed on industry trends, tax law updates, and investment strategies to contribute meaningful insights to the financial planning process.
Ensure all financial planning activities comply with regulatory requirements and internal policies.
Education
College or university degree required.
Experience
0–2 years of professional experience; this is an entry-level role.
Prior exposure to financial planning, wealth management, or related industries is a plus.
Familiarity with financial planning software and CRM platforms preferred.
Skills & Attributes
Strong analytical, communication, and interpersonal skills.
Demonstrates critical thinking and strategic analysis capabilities.
Hardworking, coachable, and highly motivated to learn.
Collaborative team player who embodies our core values and thrives in a supportive, professional environment.
Licenses & Certifications
CFP® designation or a willingness to pursue the CFP® preferred.
Willingness and ability to obtain and pass the Series 65 regulatory exam.
Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.
Salary : $50,000 - $70,000