Top 13 Paraplanner Jobs in Pennsylvania

Senior Case Consultant (Senior Paraplanner)
Team Architects —Mechanicsburg, PA
- $80,000 - $110,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
9d
Financial Paraplanner
Sentinel Asset Management LLC —Villanova, PA
- $50,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
Paraplanner/New Business Processor
Grayling Associates, Inc. —Wexford, PA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Continuous improvement
- Paid time off
Quick Apply
Paraplanner
Bagnato Wealth Management —Irwin, PA
- $50,000 - $70,000 a year
- Full-time
- Hybrid work
- Mid-level
- Administrative experience
- Organizational skills
- Disability insurance
- Health insurance
Quick Apply
5d
Licensed Paraplanner
Ameriprise Financial Services, LLC —Limerick, PA
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Paid time off
Quick Apply
Paraplanner
S&T Bank —Indiana, PA
- $17.52 - $38.87 an hour
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Paraplanner
Modern Wealth Management —Chester Springs, PA
- $70,000 - $90,000 a year
- Full-time
- CPA
- Mid-level
- Office
Quick Apply
Financial Advisory - Paraplanner
Kestra Financial —Pittsburgh, PA
- Full-time
- Bachelor of Science
- Mid-level
- Finance
- Health insurance
- 401(k)
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Senior Case Consultant (Senior Paraplanner)
Team Architects —Mechanicsburg, PA
Deep working knowledge of financial planning concepts: retirement planning, investment basics, tax implications, Social Security, account registrations (IRAs,…
$80,000 - $110,000 a year
Quick Apply
9d
Financial Paraplanner
Sentinel Asset Management LLC —Villanova, PA
Handle incoming calls, schedule appointments and classes, provide calendar management support, and perform other administrative tasks to support the Financial…
$50,000 a year
Quick Apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$45,000 - $60,000 a year
6d

I want to receive the latest job alert for paraplanner in pennsylvania

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Senior Case Consultant (Senior Paraplanner)

Team Architects -
Mechanicsburg, PA

Quick Apply

Job Details

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

Benefits

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

Qualifications

Cash flow planning
Customer communication
Cash flow analysis
Spreadsheets
Productivity software
401(k) retirement plans
Investment analysis
Practicing in the securities industry
Technical Proficiency

Full Job Description

Senior Case Consultant (Senior Paraplanner)

The Snook Group | Mechanicsburg, PA | Full-Time, In-Person

About The Snook Group

The Snook Group is a growing private financial services 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.

This is not a sales role. If you love the technical craft of financial planning and want to be the expert behind the plan this is built for you.

The Opportunity

We're looking for an experienced financial planning professional to step into a Senior Case Consultant role, what the broader industry would recognize as a Senior Paraplanner. 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 run with.

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 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

Requirements

What You Bring

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 the Microsoft Office Suite
Exceptional attention to detail and ability to manage multiple plans under deadline pressure
Clear, professional written and verbal communication
A team-first mindset and genuine interest in helping others grow

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
Experience in a mentoring or senior contributor capacity

Benefits

Compensation & 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
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

Culture & Work Environment

Our team skews young (most are in their late 20s to mid-30s), works hard, and genuinely supports each other. People here don't have an hourly mentality, they care about doing the work right. 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. Background check and fingerprinting required upon offer.

To apply, submit your resume through this posting. Qualified candidates will be contacted regarding next steps.

Quick Apply

Refine Your Search

paraplanner jobs in pennsylvania

Senior Case Consultant (Senior Paraplanner)

Financial Paraplanner

Paraplanner/New Business Processor

Paraplanner

Licensed Paraplanner

Paraplanner

Paraplanner

Financial Advisory - Paraplanner

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for paraplanner in pennsylvania

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected