2026 Junior Financial Planner

Job description

We are seeking a motivated and detail-oriented Junior Financial Planner (Financial Planning Associate/Paraplanner) to support our wealth advisory team in delivering comprehensive, client-centered financial planning solutions. This is an excellent entry-level opportunity for someone early in their career who is eager to learn, grow, and develop technical expertise within a collaborative, professional environment. The Junior Financial Planner plays a key role in preparing financial plans, conducting analyses, supporting client meetings, and maintaining accurate client data across our planning and portfolio management platforms. Key Responsibilities: Financial Planning Support: Assist in the development, analysis, and review of comprehensive financial plans, including cash flow, retirement, tax, estate, and insurance planning. Perform detailed financial analyses such as scenario modeling, risk assessments, and goal tracking. Develop expertise in financial planning technology, with a strong focus on eMoney . Client Meeting Preparation & Support: Collaborate closely with Wealth Advisors to create holistic financial plans encompassing retirement planning, tax strategies, estate planning,...