Paraplanner / Retirement Planner / Financial Advisor

Job Title: Paraplanner / Associate Financial Planner

Location: Darien, CT (Commutable from Stamford/Greenwich/New Canaan)

Reports to: Senior Financial Planner / Lead Advisor

Role Summary

We are a boutique financial advisory firm serving high-net-worth and mass-affluent clients in Fairfield County. We are hiring a Paraplanner to support our retirement planning advisory team by performing financial planning research, preparing client deliverables, and helping coordinate plan implementation — enabling our advisors to focus on high-level strategy, client relationships, and growth.

Key Responsibilities

• Support advisors in preparing comprehensive financial plans (cash flow analysis, retirement projections, college funding, tax-efficient distribution, etc.).

• Run financial planning modeling and projections using planning software (e.g. cash flow projections, e-Money simulations, scenario-based analyses).

• Prepare client meeting materials: financial plans, presentation slide decks, summary reports, charts, graphs.

• Conduct research around investments, insurance, estate planning strategies, tax implications, and appropriate products to support plans.

• Coordinate with custodians, broker-dealers, and insurance providers to support implementation of recommendations (account opening, transfers, insurance applications, rebalancing, trade tickets, paperwork).

• Monitor clients’ plan progress, track ongoing review items and action lists.

• Assist in client service tasks — e.g. account reviews, performance reporting, trade confirmations, periodic plan updates.

• Maintain accurate, up-to-date client files and documentation.

• Collaborate with advisors and operations staff to ensure compliance, regulatory and firm standards in plan implementation.

Required / Preferred Qualifications

• Bachelor’s degree (Finance, Economics, Accounting, Business, or related field) — or equivalent relevant experience.

• 2–5 years experience in paraplanning, financial planning, or related support role (or a strong internship record at large advisory firms or RIAs).

• Familiarity with financial planning concepts: retirement planning, cash flow modeling, investments, tax planning, estate planning, risk management.

• Comfort with financial planning software (e.g. eMoney) and MS Office (Excel, PowerPoint, Word, Google Suite).

• Strong analytical, quantitative, and problem-solving skills.

• High attention to detail and ability to produce accurate, client-ready deliverables.

• Excellent written and verbal communication skills.

• Professionalism, discretion, and ability to handle confidential financial and personal client information.

• Ability to multitask, prioritize tasks, and manage deadlines in a fast-paced environment.

• (Optional / desirable): Progress toward or interest in professional credentials (e.g. CFP®, CFA®, CPA).

Personal Attributes & Fit

• Team-oriented, collaborative, respectful of clients’ needs and advisor time.

• Client-service mindset: organized, responsive, proactive.

• Integrity, discretion, and high ethical standards.

• Comfortable working in a small-to-mid size advisory firm, adaptable and willing to take on varied tasks.

Salary & Compensation Expectations — Darien / Fairfield County Context

• Base salary range: $65,000 to $85,000 per year, depending on experience and demonstrated ability.

• Bonus / discretionary annual incentive: $5,000 to $15,000 , based on performance, business growth, and contribution to client service/implementation.

• Potential longer-term upside: For high-performing paraplanners, opportunity to move into a full financial planner/advisor role, with associated revenue-share or profit-sharing arrangements.

• Benefits: health insurance (medical, dental, vision), 401(k) retirement plan (with or without employer match), paid time off, continuing-education support (e.g. CFP exam fees), professional memberships, possible remote/hybrid flexibility.

Why Join Us

• Work closely with senior advisors — great mentorship and opportunity to learn the full financial planning and wealth management lifecycle.

• Exposure to a broad cross-section of financial-planning matters — retirement, investments, tax, estate planning, insurance.

• Opportunity for professional growth and advancement, including support for credentialing (CFP®, CFA®, etc.).

• Be part of a small firm culture — more impact, more variety, and direct visibility to leadership and clients.