Broker Check

Paraplanner (Assistant Planner)

Build planning expertise by preparing clear deliverables from client data and supporting client meetings, while growing your skills within a collaborative team focused on impact and continuous improvement. 

About Our Firm

At Sortino Financial, we help clients make financial decisions they might not otherwise make—choices that shape their lives and futures. We deliver holistic, planning-first advice that integrates investments, retirement, taxes, risk, and estate considerations. Our ensemble, team-based model partners closely with accounting professionals to simplify complexity and deliver meaningful client impact. We align each team member to their highest and best use—so people do what they do best, and clients get the right expertise at the right time.

About the Role

The Paraplanner is a foundational role for those pursuing a career as a CFP® professional. In this support role, you’ll gain hands-on experience working with real client scenarios, assisting advisors, and learning the planning process in a team-focused environment.

You’ll focus on gathering and analyzing client data, preparing plans, and supporting client meetings — helping deliver a seamless experience for clients while building your technical and interpersonal skills.

Key Responsibilities

  • Collect, review, and organize client data; input and analyze this data in financial planning software.
  • Coordinate with advisors to clarify missing information, occasionally liaising directly with clients as needed.
  • Support client meeting preparation, note-taking, and follow-up documentation.
  • Maintain accurate client records and track progress in CRM.
  • Research planning strategies, products, and technical updates to support recommendations and build an internal knowledge base.
  • Contribute to process improvement initiatives and develop project management skills.

Qualifications

  • Progress toward CFP® certification preferred; completed CFP® ideal; plan to obtain is required.
  • Experience in financial planning or wealth management preferred; bachelor’s degree in business field of study preferred.
  • FINRA Series 7 and 65 preferred. Assistant planner with willingness to obtain Series 7, Series 65, and life and health insurance.
  • Strong organizational, analytical, and communication skills.
  • Tech-savvy and eager to learn new tools and processes including financial planning software, CRM systems, and general Microsoft office platforms.

Why Join Us?

  • Work directly with senior advisors & clients in a mentorship-focused environment.
  • Build a strong foundation for advancement along the CFP® career path.
  • Supportive culture aligned to each team member’s strengths and career goals.
  • Performance-based assessment model rather than hours-based evaluation.
  • Mission-driven team focused on improving the lives of clients and the profession.

 

Location: In-Person Position (Office in Timonium, MD) with hybrid and flexible work schedule opportunity after introductory period (3-6 months)

Salary Type: Salary, Non-Exempt

Job Type: Full-Time

Interested in Joining Our Team?

  • If you are interested in or would like to apply for either position, please email a copy of you cover letter and resume to management@sortinofinancial.com with the subject line “Application – [Role] – [Your Name]”.
  • We will review and get in touch directly regarding next steps where appropriate. 
  • Only serious applicants or those with genuine interest should email our team.  We are not engaging external recruiting vendors; solicitations submitted or emailed to our office will not receive a response.