_**How to apply**:_
- **Who We Are**:_

Shepherd Financial Partners is looking for its next team member to join our hardworking, motivated, and community-focused team of financial advisors, investment professionals, and dedicated service team members. We are committed to providing personalized financial plans to help our clients achieve their financial and personal goals. Joining Shepherd Financial Partners not only means working with brilliant seasoned and young professionals, but also learning from and being supported by all members of the team to grow and build your career. Every role plays a critical part in the success of the firm, and we champion a community where every voice and opinion is heard and valued.
- **Position Summary**_: _

The _**Paraplanner **_works closely with the _Advisor_ and other team members to ensure a superior client experience during the financial planning process. The _Paraplanner_ is responsible for the data gathering, analysis, preparation, and delivery of a financial plan. The _Paraplanner _collaborates with the advisor to prepare for client meetings to present the Financial Plan. The _Paraplanner_ will assist the Advisor in making recommendations to the client. The _Paraplanner _and _Advisor _function as a team to provide high levels of client satisfaction to exceed agreed-to service standards and ensure client loyalty.
- **Major Responsibilities**_: _

**Ensure the delivery of high-quality financial plans to our clients**
- Work on a client’s financial plan from its inception, including the consultancy; planning; research; presentation; and execution in collaboration with the _Advisor_
- Obtain, organize, and analyze personal and financial client data
- Aggregate client data into eMoney financial planning software
- Obtain insurance quotes as needed
- Schedule, organize, prepare materials for, and participate in financial presentation meeting with clients and _Advisor_
- Communicate directly with clients to ensure all action items have been completed in a timely manner and answer additional questions
- Update existing financial plans as needed

**Perform analysis and/or conduct research to prepare client specific solutions**
- Assist with research and gain understanding to present insurance needs analysis
- Assist with research on various financial planning topics

**Ensure proper recordkeeping and adherence to policies, processes, and procedures**
- Ensure clients electronic folders are properly organized and maintained
- Ensure desk and online documentation are kept in good order including scanning of client documentation
- Identify needed improvements and/or updates to policies, processes, and procedures. Work with all team members to ensure clear communication, understanding, and adherence
- **Job Requirements**:_

**Education and Experience**:

- Bachelor’s Degree in a business-related field (accounting, economics, finance, etc.) an added plus
- Experience, education, interest, or background in the financial services industry OR in a similar position (accounting, economics, etc.)
- Experience in working with LPL Financial an added plus

**Licenses and Certifications**
- Registered Paraplanner (RP) designation an added plus
- Life Insurance license an added plus
- Series 7 (GSRE) an added plus

**Skills and Knowledge**:

- Excellent verbal and written communication skills
- Excellent interpersonal skills
- Excellent organization skills with attention to detail
- Ability to work independently and balance competing priorities
- Must be analytical, a problem solver and critical thinker
- Must demonstrate a desire for client service and have a sense of stewardship
- Experience with eMoney, Redtail CRM, or other financial software an added plus
- **Working Conditions**:_
- Must be able to work collaboratively with both the _Advisor_ and the with other team members
- Must be able to adapt to different _Advisors_ working styles and preferences
- Must be comfortable with changing schedules and priorities: have the ability to handle urgent client requests and quickly resume planned activities for the day

Compensation will be based on experience and qualifications as appropriate.

**Benefits**:

- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance

Work setting:

- In-person
- Office

Application Question(s):

- Do you have Registered Paraplanner (RP) certification?
- The following qualifications are not required, but are considered an added plus.

Do you have experience working with LPL Financial?

**Education**:

- Bachelor's (preferred)

**Experience**:

- financial industry: 3 years (preferred)
- paraplanning: 1 year (preferred)
- Financial software (e.g. eMoney, Redtail CRM): 1 year (preferred)

License/Certification:

- Life Insurance License (preferred)
- Series 7 (preferred)

Ability to Relocate:

- Winchester, MA 01890: Relocate before starting work (required)

Work Location: In person