Top 12 Cfp Jobs in Mechanicsburg, Pa

Senior Paraplanner/ Senior Financial Planner
Team Architects —Mechanicsburg, PA
- $80,000 - $110,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Paid holidays
- Relocation assistance
Quick Apply
10d
District Advisor
First Command Financial Services, Inc. —Carlisle, PA
- 7 years
- Office
- Bachelor's degree
2d
Financial Education Officer I
Pennsylvania Housing Finance Agency —Harrisburg, PA
- Weekends as needed
- Spanish
- Microsoft Outlook
- Public speaking
Relationship Advisor - Trust Services Group
F.N.B. Corp. —Harrisburg, PA
- Full-time
- Computer literacy
- Bachelor of Science
- Mid-level
Financial Advisors
Savant —York, PA
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
Financial Advisor- Wealth Management
Merit Financial Advisors —Hershey, PA
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Financial Advisor
S&T Bank —Harrisburg, PA
- $55,000 - $156,450 a year
- Full-time
- Hybrid work
- Management
- 5 years
- Office
- Referral program
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply

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Team Lead, Financial Statement and Regulatory Reporting
Citco —Pennsylvania
Responsible for providing training and guidance on accounting standards and regulations relevant to financial statements for funds under US GAAP and IFRS.
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Wealth Analyst - CFP
RKL Wealth Mgmt LLC —Mechanicsburg, PA
Actively pursuing license or registration: FINRA Series 65; or CFA; or CFP. Create historical reporting for data or activity related to Wealth Management team…
$55,000 - $65,000 a year
Quick Apply
5d

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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
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Financial Advisor - Licensing Provided
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. As a Northwestern Mutual Financial Advisor:
$65,000 - $200,000 a year
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cfp jobs near mechanicsburg, pa

Senior Paraplanner/ Senior Financial Planner

Team Architects -
Mechanicsburg, PA

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Job Details

Full-time
$80,000 - $110,000 a year
10 days ago

Benefits

Paid holidays
Relocation assistance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Cash flow planning
Customer communication
Cash flow analysis
Microsoft Outlook
Spreadsheets
401(k) retirement plans
Experience practicing in the securities industry

Full Job Description

About The Snook Group

The Snook Group is a growing, independent financial planning firm in Mechanicsburg, PA dedicated to wholistic financial planning. Our team of approximately 30 professionals — advisors, planners, client services, and operations — works collaboratively to deliver comprehensive, client-centered financial plans.

We’re a young, energetic, family-oriented group that takes the quality of our work and the quality of our culture equally seriously. People here don’t have an hourly mentality — they care about doing the work right.

The Opportunity

We’re looking for an experienced financial planning professional to step into a Senior Paraplanner role — what we call a Senior Case Consultant internally. This person is the engine room of our planning department: building comprehensive financial plans from start to finish, supporting our advisors with polished, deadline-driven deliverables, and serving as a technical mentor to two junior planners who are early in their careers.

The right person thinks like a puzzle solver. They pick up a wide array of client facts — investment statements, income, tax situations, account structures — and assemble them into a complete, well-organized financial picture that an advisor can pick up and walk into a meeting with confidence.

We welcome candidates from a range of financial planning backgrounds, including independent RIAs, insurance-based planning practices, wealth management divisions, and MassMutual general agencies. What matters most is demonstrated holistic planning experience — not transactional or product-driven work, but the ability to see a client’s complete financial picture and build it from scratch.

What You’ll Do

Build and maintain comprehensive, multi-area financial plans covering investments, retirement, tax planning, and cash flow analysis
Prepare all client deliverables on a defined production schedule — plans go to clients 1–2 weeks before advisor meetings
Support advisors with pre-meeting preparation and post-meeting follow-up, including plan refinements and client communications
Identify planning opportunities — not just what’s in front of you, but what could genuinely benefit the client
Mentor and guide two junior case consultants, reviewing their work and accelerating their development
Maintain accurate client records across CRM, planning platforms, and portfolio systems
Collaborate with the team on process improvements — your input will be heard and acted on

Requirements

Required:

3–5 years of experience in financial services, with at least 2–4 years in a financial planning or paraplanning role
Deep, working knowledge of financial planning concepts: retirement planning, investment basics, tax implications, Social Security, account registrations (IRAs, Roth IRAs, 401(k)s, pensions), and cash flow analysis
The ability to think holistically — you understand how all the pieces of a client’s financial life connect
Advanced Excel skills and proficiency with Microsoft Office Suite (Outlook, Word, OneDrive)
Exceptional attention to detail and the ability to manage multiple plans under deadline pressure
Clear, professional written and verbal communication
A team-first mindset and a genuine interest in helping others grow
Candidates must be authorized to work in the United States on a permanent basis.

Preferred:

CFP (Certified Financial Planner) designation — highly valued
Series 7 and 66 licenses, or willingness to obtain within 9 months
Life, Health, and Accident Insurance licenses, or willingness to obtain within 3 months
Experience with RightCapital, Morningstar, eMoney, Advisor360, Envestnet, or similar planning platforms — if you’ve used any planning software, you can learn ours
Background at an independent RIA, insurance-based planning firm, MassMutual general agency, or wealth management practice with full planning scope
Experience in a mentoring or senior contributor capacity

Benefits

Base salary: $80,000–$110,000 depending on experience
Quarterly team performance bonus — when we hit our goals as a firm, you share in that success
Year-end individual performance bonus potential
Comprehensive benefits: Health, Life, Disability, Dental, and Vision insurance
401(k) with Safe Harbor employer match
Paid time off and holidays
Professional development and continuing education support
Relocation assistance provided

Culture & Work Environment

Our team skews young (most are in their late 20s to mid-30s), works hard, and genuinely supports each other. We’ve built something where people don’t have an hourly mentality — they care about doing the work right, not just getting through the day. If you’re self-directed, technically sharp, collaborative by nature, and energized by being part of a team that’s building something together, you’ll fit here.

This is a full-time, in-person role at our Mechanicsburg, PA office, Monday through Friday. This role is not eligible for employment visa sponsorship. Background check and fingerprinting required upon offer.

To apply, submit your resume through this posting. Qualified candidates will be contacted directly.

Quick Apply

Refine Your Search

cfp jobs in mechanicsburg, pa

Senior Paraplanner/ Senior Financial Planner

District Advisor

Financial Education Officer I

Relationship Advisor - Trust Services Group

Financial Advisors

Financial Advisor- Wealth Management

Financial Advisor

Remote Financial Advisor

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