Paraplanner​/Retirement Planner​/Financial Advisor

Location: Darien, CT (Commutable from Stamford/Greenwich/New Canaan)

Reports to:

Senior Financial Planner / Lead Advisor

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.

• 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.

• 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).

• 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.

• 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.

• 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.