Senior Case Consultant (Senior Paraplanner)
Posted 27 days ago
Senior Case Consultant (Senior Paraplanner)
The Snook Group | Mechanicsburg, PA | Full-Time, In-Person
About The Snook Group
The Snook Group is a growing private financial services 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.
This is not a sales role. If you love the technical craft of financial planning and want to be the expert behind the plan this is built for you.
The Opportunity
We're looking for an experienced financial planning professional to step into a Senior Case Consultant role, what the broader industry would recognize as a Senior Paraplanner. 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 run with.
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 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
Requirements
What You Bring
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 the Microsoft Office Suite
- Exceptional attention to detail and ability to manage multiple plans under deadline pressure
- Clear, professional written and verbal communication
- A team-first mindset and 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
- Experience in a mentoring or senior contributor capacity
Benefits
Compensation & 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
- 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. People here don't have an hourly mentality, they care about doing the work right. 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.
This is a full-time, in-person role at our Mechanicsburg, PA office, Monday through Friday. Background check and fingerprinting required upon offer.
To apply, submit your resume through this posting. Qualified candidates will be contacted regarding next steps.
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Key team members
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