Senior Paraplanner/ Senior Financial Planner

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

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

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.