Financial Planning Paraplanner - Path to CFP Certification

Shepherd Financial Partners, LLC; Winchester (MA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

Retirement plan

Paid time off

Licensing support

Job summary

Shepherd Financial Partners, LLC is seeking a Paraplanner to build and maintain client financial plans at the center of our relationships. You will gather data, model scenarios, and support advisors through planning meetings and implementation, with growth toward advising clients directly.

We value strong Excel and Office skills, attention to detail, and collaborative teamwork. This role sits within a Lead/Associate Advisor and Client Service Associate team, focused on data integrity and timely

Qualifications

• Bachelor's degree or equivalent professional experience; business-related field helpful but not required
• 1+ years in financial planning, wealth management, accounting, tax, or similar analytical field
• Strong analytical skills and comfort with numbers; you check your own work
• Strong written and verbal communication and interpersonal skills
• Organizational discipline and ability to balance priorities across client teams
• Flexibility to adapt to different advisors' working styles and schedules

Responsibilities

• Gather, organize, and analyze client financial information and follow up for missing items
• Build and maintain client financial plans in planning software from initial plan to annual updates
• Model scenarios to answer client questions: retirement income, education funding, etc.
• Prepare clear, well-organized plan deliverables for advisor presentations
• Update plans promptly when a client’s circumstances change and support implementation

Skills

Excel

Office skills

Analytical skills

Communication

Discretion

Education

Bachelor's degree or equivalent

Tools

eMoney

Redtail CRM

Planning software

Job description

Shepherd Financial Partners, LLC is seeking a Paraplanner to build and maintain client financial plans at the center of our relationships. You will gather data, model scenarios, and support advisors through planning meetings and implementation, with growth toward advising clients directly.

We value strong Excel and Office skills, attention to detail, and collaborative teamwork. This role sits within a Lead/Associate Advisor and Client Service Associate team, focused on data integrity and timely