Wealth Planning Associate (Paraplanner) – Client-Focused

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, 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