Description:
Why Join Marshall+Sterling?
As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do.
Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.
At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.
This role will be based in Capital Region.
We are seeking an experienced and highly organized Paraplanner to join our team. The Paraplanner will provide support to financial advisors by preparing financial plans and analysis and gathering client data. The successful candidate will work independently and be highly organized while maintaining strict attention to detail.
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Prepare financial plans and provide analysis and recommendations
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Work closely with advisors to facilitate effective client meetings and planning sessions
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Interact regularly with clients and respond to client inquiries
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Gather client data, including risk tolerance and financial goals
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Input client data into financial planning software and CRM (E-Money and Redtail respectively)
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Maintain client records and ensure compliance
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Assist with new business development and marketing efforts
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Complete continuing education as required
Requirements:
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Bachelor’s degree in finance, economics, accounting, or related field
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5+ years of experience in financial planning and analysis required
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CFP® or equivalent preferred but not required
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FINRA licenses preferred but not required
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NYS insurance licenses preferred but not required
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Excellent research, analytical, and problem-solving skills
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Exceptional verbal and written communication skills
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Able to work independently and meet deadlines
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Knowledge of financial planning software (preferably E-Money)
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Proficiency in Microsoft Office Suite
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Valid driver license and acceptable driving record
Total Rewards Package:
Compensation: $65,000 - $75,000, Non-Exempt, based experience.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!
Employee Stock Ownership Program
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable:
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Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.
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Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.
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No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
For more information on our culture and benefits, please visit us at : Careers- Marshall+Sterling
Compensation details: 65000-75000 Yearly Salary
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