Job Description

Junior Financial Planner (Financial Planning Associate/Paraplanner)

We are seeking a motivated and detail-oriented Junior Financial Planner 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

• 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.

• Collaborate closely with Wealth Advisors to create holistic financial plans encompassing retirement planning, tax strategies, estate planning, insurance planning, and investment management.
• Participate in client meetings to gather financial information and gain an understanding of client goals, risk tolerance, and long-term financial objectives.
• Prepare client-facing materials, including presentations, reports, and financial illustrations.
• Enter and maintain accurate client data across multiple systems, including Tamarac and eMoney, ensuring data integrity and consistency.
• Stay informed on industry trends, tax law updates, and investment strategies to contribute meaningful insights to the financial planning process.
• Ensure all financial planning activities comply with regulatory requirements and internal policies.

Job Requirements

• College or university degree required.
• 02 years of professional experience; this is an entry-level role.
• Prior exposure to financial planning, wealth management, or related industries is a plus.
• Familiarity with financial planning software and CRM platforms preferred.

• Strong analytical, communication, and interpersonal skills.
• Demonstrates critical thinking and strategic analysis capabilities.
• Hardworking, coachable, and highly motivated to learn.
• Collaborative team player who embodies our core values and thrives in a supportive, professional environment.

• CFP designation or a willingness to pursue the CFP preferred.
• Willingness and ability to obtain and pass the Series 65 regulatory exam.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.

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