Paraplanner / Financial Advisor

Paraplanner / Financial Advisor at Retirement In Focus Paraplanner / Financial Advisor at Retirement In Focus in Darien, Connecticut Posted in about 1 hour ago.

Type:

full-time

Job Description:

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.