Paraplanner

Shepherd Financial Partners is looking for its next team member to join our hardworking, motivated, and community-focused team of financial advisors, investment professionals, and dedicated service team members. We are committed to providing personalized financial plans to help our clients achieve their financial and personal goals. Joining Shepherd Financial Partners not only means working with brilliant seasoned and young professionals, but also learning from and being supported by all members of the team to grow and build your career.

Every role plays a critical part in the success of the firm, and we champion a community where every voice and opinion is heard and valued.

As a Paraplanner, you will build and maintain the financial plans at the center of our client relationships. You will gather and organize each family's information, model their situation in our planning software, research the questions their circumstances raise, and prepare the analysis our advisors bring to the table. You will join planning meetings, help carry recommendations through to implementation, and keep plans current as clients' lives change.

Over time, you will develop the technical depth and judgment that lead to advising clients directly.

Our client teams are built around a Lead Advisor, an Associate Advisor, and a Client Service Associate. The Paraplanner works alongside those teams as a dedicated planning resource. The Lead Advisor owns the relationship and the advice. The Associate Advisor supports planning and analysis and is developing toward advising clients directly. The Client Service Associate owns meeting preparation, follow-up, and service.

The Paraplanner owns the quality and completeness of the plan itself — the data behind it, the analysis in it, and keeping it current between conversations.

• Gather, organize, and analyze client financial information — statements, tax returns, benefits elections, insurance policies, and estate documents — and follow up with clients for anything missing
• Build and maintain client financial plans in our planning software, from the initial plan through each annual update
• Model the scenarios our advisors need to answer client questions: retirement income, savings targets, education funding, Roth conversions, equity compensation, major purchases, and cash flow
• Prepare clear, well-organized plan deliverables that an advisor can present with confidence
• Update plans promptly when a client's circumstances change — a new job, a sale, a birth, a death, an inheritance

• Review tax returns for planning opportunities and flag anything that warrants advisor or CPA attention
• Prepare insurance needs analyses and obtain insurance quotes as needed
• Summarize estate documents and beneficiary arrangements so gaps and inconsistencies are visible
• Research technical planning questions and write up findings the team can use — we expect you to bring back an answer, not just a link
• Stay current on tax, retirement, and estate planning rules that affect our clients

• Prepare the planning portion of each meeting package, working with the Client Service Associate so the advisor has one complete set of materials
• Brief the advisor ahead of planning meetings on what changed since the last plan and what questions the analysis raises
• Participate in client planning meetings, capture planning-related decisions, and update the plan to reflect them

• Translate planning recommendations into specific action items and hand them off to the Client Service Associate and operations team for execution, and follow up to confirm that each item is completed
• Communicate directly with clients on data…