Paraplanner​/Wealth Planning Associate

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.

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.

• 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.

• 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.

• 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.

At Bradley, Foster & Sargent, we provide the opportunity to work…