Senior Paraplanner/ Senior Financial Planner

About the role

The Snook Group is a growing, independent financial planning firm in Mechanicsburg, PA dedicated to holistic financial planning. Our team of approximately 30 professionals — advisors, planners, client services, and operations — works collaboratively to deliver comprehensive, client-centered financial plans.

Responsibilities

• 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

• 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

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
• Relocation assistance provided

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.

Pay

Base salary: $80,000–$110,000 depending on experience

Schedule

This is a full-time, in-person role at our Mechanicsburg, PA office, Monday through Friday. This role is not eligible for employment visa sponsorship. Background check and fingerprinting required upon offer.