Financial Paraplanner​/Planning Associate

Stone hearth Capital Management (SCM) is a fiduciary Registered Investment Advisor based in Danvers, Massachusetts. We help families make thoughtful financial decisions around retirement, investments, taxes, estate planning, charitable giving, and major life transitions.

We're a small, close-knit team, and many of us have worked together for the better part of a decade or longer. That longevity reflects something we value highly: we genuinely enjoy working together and take pride in the work we do for our clients.

We put our clients' interests first — always — and have built our reputation around long-term relationships, referrals, and exceptional service. That commitment is reflected in our 5.0-star Google rating across more than 120 client reviews.

We're looking for someone who shares that client-first mindset and wants to build a long-term career in financial planning.

As a Financial Paraplanner / Planning Associate, you'll work closely with our financial advisors and client-service team to support the planning, implementation, and ongoing service work that helps keep our clients on track toward their goals.

This is a hands-on, client-facing role. You'll work on financial plans, help prepare for client meetings, coordinate implementation of recommendations, answer client calls and emails, and serve as an important day-to-day contact for the clients of the advisors you support.

This is not simply an administrative position. You'll gain direct exposure to comprehensive financial planning and work alongside experienced advisors while progressively taking on greater responsibility as your skills and knowledge develop.

For the right person, this role offers a meaningful career path within Stone hearth. That may include progression into more advanced financial-planning responsibilities and, for someone interested in becoming a financial advisor, the opportunity to eventually work directly with clients of their own.

• Build, update, and maintain comprehensive financial plans using eMoney Advisor
• Prepare for client meetings by gathering information, updating planning analyses, preparing materials, and identifying outstanding planning items
• Assist advisors with retirement planning, cash-flow analysis, tax planning, estate planning, charitable strategies, insurance analysis, and other financial-planning needs
• Support estate-planning document preparation through Encor Estate Plans
• Coordinate implementation of recommendations and track client action items following meetings
• Assist with prospective-client planning, preparation, and follow-up
• Work closely with advisors to understand the reasoning behind recommendations and progressively take ownership of planning and implementation responsibilities

• Serve as a primary day-to-day service contact for clients of the advisors you support
• Answer incoming client calls and respond to client emails throughout the day, helping resolve routine service needs and directing planning or advisory questions to the appropriate advisor
• Greet clients when they arrive at the office and help ensure they have a welcoming, professional experience
• Provide phone and client service coverage for other advisory teams when teammates are unavailable
• Coordinate client account transfers, distributions, contributions, Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), and other service requests
• Work with custodians and other financial service providers to resolve client needs
• Draft client correspondence and help ensure requests are completed accurately and promptly
• Track implementation of financial planning recommendations through completion

• Maintain accurate client information and activity…