Team Architects

Senior Paraplanner/ Senior Financial Planner

Mechanicsburg, Pennsylvania, United States · Senior · Full-time

No sponsorship$80k-$110kDetected 22 days ago

CRMExcelTaxCommunicationMentoringMicrosoft Office

About the role

We're looking for an experienced financial planning professional to step into a Senior Paraplanner role - what we call a Senior Case Consultant internally.
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.

Our team of approximately 30 professionals - advisors, planners, client services, and operations - works collaboratively to deliver comprehensive, client-centered financial plans.
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.
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.
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.

3-5 years of experience in financial services, with at least 2-4 years in a financial planning or paraplanning role
Background check and fingerprinting required upon offer.

$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
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.

We're a young, energetic, family-oriented group that takes the quality of our work and the quality of our culture equally seriously.
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.

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

This listing is sourced directly from Team Architects's careers page and normalized into a canonical job model.