Paraplanner/ Wealth Planning Associate

Bradley, Foster & Sargent, Inc.; Hartford (CT); On-site; USD 65,000 - 95,000; Full time

Job summary

Bradley, Foster & Sargent, Inc. in Hartford, CT seeks a detail-oriented Paraplanner/Wealth Planning Associate to support wealth advisors in delivering customized planning and superior client service.

You will assist with onboarding, plan development, data gathering, analysis, and meeting preparation to help clients make informed financial decisions. This role offers exposure to comprehensive wealth planning, retirement planning, estate concepts, and investment strategy while working behind the

Qualifications

• 2-5+ years of experience in wealth management, financial planning, investment advisory services, financial services, or related field.
• Experience supporting financial advisors or wealth planners preferred.
• Demonstrated proficiency with eMoney or similar financial planning software.
• Strong understanding of retirement planning, employer benefits, investments, tax planning, estate planning, and cash flow analysis.
• Strong analytical and problem-solving skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced client-focused environment.
• Strong written and verbal communication skills.

Responsibilities

• Assist senior advisors and wealth planners with client onboarding, financial planning, and relationship management.
• Review notes from prospect and client meetings and help organize planning-related follow-up items.
• Gather client data and prepare planning analyses, applications, account forms, illustrations, proposals, and other materials needed for client meetings.
• Create and maintain financial plans and scenarios utilizing eMoney.
• Gather, organize, and analyze balance sheet, cash flow, income, retirement, tax, and estate planning information.
• Assist in identifying planning opportunities, client issues, and appropriate wealth management strategies.
• Prepare and maintain client files and planning documentation.
• Attend prospect and client meetings when appropriate and assist with follow-up implementation.
• Help ensure a high level of responsiveness, accuracy, and client service throughout the planning process.
• Stay current on wealth planning strategies, industry trends, and regulatory developments affecting high-net-worth clients.

Skills

Wealth management

Financial analysis

Client service

Attention to detail

Tools

eMoney

Job description

Bradley, Foster & Sargent | Hartford, CT

Bradley, Foster & Sargent is an independently owned, fast-growing investment advisory and wealth management firm. Our culture is based on serving clients well through customized, goal-oriented investment management services. We value dedication, hard work, and a sense of urgency.

We are seeking a detail-oriented, intellectually curious Paraplanner/ Wealth Planning Associate to join our growing team. This role is ideal for someone who enjoys financial analysis, problem solving, and supporting advisors in delivering exceptional planning and client service experiences.

Working closely with Wealth Advisors, Wealth Planners, and Portfolio Managers, the Paraplanner will play an integral role in the financial planning process by assisting with client onboarding, plan development, meeting preparation, data gathering, analysis, and ongoing relationship management support.

The ideal candidate combines strong technical and exceptional organizational skills and is genuinely interested in helping clients make informed financial decisions. They enjoy working behind the scenes to ensure clients receive thoughtful, accurate, and well-executed planning recommendations.

The Opportunity

This role offers the opportunity to work alongside experienced advisors and investment professionals while developing deep expertise in comprehensive wealth planning, retirement planning, employee benefits analysis, estate planning concepts, and investment strategy.

The successful candidate will gain broad exposure to high-net-worth client situations and play a key role in helping advisors deliver customized wealth management solutions.

Job Description and Responsibilities

• Assist senior advisors and wealth planners with client onboarding, financial planning, and relationship management.


• Review notes from prospect and client meetings and help organize planning-related follow-up items.


• Gather client data and prepare planning analyses, applications, account forms, illustrations, proposals, and other materials needed for client meetings.


• Create and maintain financial plans and scenarios utilizing eMoney.


• Gather, organize, and analyze balance sheet, cash flow, income, retirement, tax, and estate planning information.


• Assist in identifying planning opportunities, client issues, and appropriate wealth management strategies.


• Prepare and maintain client files and planning documentation.


• Attend prospect and client meetings when appropriate and assist with follow-up implementation.


• Help ensure a high level of responsiveness, accuracy, and client service throughout the planning process.


• Stay current on wealth planning strategies, industry trends, and regulatory developments affecting high-net-worth clients.

Required Qualifications

• 2-5+ years of experience in wealth management, financial planning, investment advisory services, financial services, or a related field.


• Experience supporting financial advisors or wealth planners preferred.


• Demonstrated proficiency with eMoney or similar financial planning software.


• Strong understanding of retirement planning, employer benefits, investments, tax planning, estate planning, and cash flow analysis.


• Strong analytical and problem-solving skills.


• Excellent organizational skills and attention to detail.


• Ability to manage multiple priorities in a fast-paced client-focused environment.


• Strong written and verbal communication skills.

Preferred Qualifications

• Experience analyzing employer benefit plans, executive compensation programs, and retirement plans.


• Experience working within a collaborative, team-based advisory environment.


• Knowledge of financial planning and CRM software systems.

Why Bradley, Foster & Sargent?

At Bradley, Foster & Sargent, we provide the opportunity to work in an environment where planning, investing, and client relationships come together.

We believe great wealth management is about more than managing portfolios. It is about understanding people, asking the right questions, and helping clients make thoughtful decisions about their financial lives.

Whether a candidate is bringing an established practice or looking to build their next chapter within a growing firm, they will have the opportunity to:

• Work directly with high-net-worth individuals and families.


• Collaborate with experienced Wealth Planners and Portfolio Managers.


• Expand their role in client relationships and comprehensive wealth planning.


• Leverage the resources and capabilities of an established, growing firm.


• Build a long-term career in a team-oriented environment.


• Make a meaningful impact on the financial lives of the clients they serve.

We strive to provide excellent benefits designed to support our employees' physical, financial, and emotional well-being, including:

• Bonus opportunities


• Generous 401(k) profit-sharing plan


• Paid time off and holidays


• Professional development allowance


• And more

Location

This position is based in our Hartford, CT office.

All applicants are considered without regard to race, religion, color, sex, gender, gender identity or expression, sexual orientation, pregnancy, age, national origin, ancestry, physical or mental disability, military or veteran status, genetic information, marital, domestic partnership, or civil union status, homelessness, ethnicity, or any other protected classification, in accordance with applicable federal, state, and local laws.