Who We’re Looking For:

We seek a thoughtful, action-oriented individual to join our team as a Financial Paraplanner or Advanced Client Service Associate. You’ll work closely with our CFP® planners, supporting the delivery of heart-centered financial planning while ensuring an exceptional experience for our clients.

Core Responsibilities

Your role will focus on supporting our financial planners and team, with responsibilities including:  

- Data entry and management of client financial planning information (RightCapital, Elements, Holistiplan).  

- Preliminary planning analysis to assist planners in creating customized strategies.  

- Managing incoming calls and providing exceptional client service.  

- Supporting firm-wide initiatives, eventually to include portfolio trade preparation (no trade recommendations required).  

- Assisting with other duties aligned with your unique strengths.  

What We Offer

- Pay: $25–$38/hour, with flexibility in weekly hours (half- to full-time, depending on both team needs and successful candidate's availability).  

- Flexibility: Work during the hours you’re most productive. Remote work is available outside Vermont; hybrid options for those in Vermont.  

- Benefits:  

  - 401(k) with 3% automatic employer contribution after eligibility period.  

  - Health insurance with a $625/month employer contribution for 30+ hours/week.  

  - Paid professional development budget with incentives for growth.  

  - Optional group benefits (LTD, STD, Group Life, Dental).  

- Culture: A safe, supportive environment fostering growth, innovation, and joy.  

- Connection: Two to three company-paid trips to Vermont annually for team on-sites.  

What You Bring

- Experience: 3–5 years in finance or banking, or equivalent experience.  

- Education: Bachelor’s degree or equivalent experience.  

- Skills:  

  - High attention to detail.  

  - Exceptional client service skills.  

  - Adaptability, initiative, and a collaborative mindset.  

  - Ability to work independently and as part of a team.  

  - Comfort with learning new software and committing to the highest standards of cybersecurity practices.  

- Values: A commitment to responsibility, empathy, gratitude, and integrity.