Overview
Paraplanner (Part-Time) – Wealth Management Jobs in Farmington, CT at TalentLink Solutions
Founded in 1995 and recognized as a top 20 Hartford County Registered Investment Advisory firm, our company is a financial advisory firm built around a client-first philosophy. We are the architect of the Tax-Out Financial Solutions™ framework and operate on a subscription-based financial planning model — clients pay only for the services they use, rather than surrendering a percentage of their assets under management. We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses.
As our business and team continue to grow, we are focused on hiring exceptional people. There is a continuous opportunity to help clients proactively, to be consultative with them, and to improve the business as a whole. We look for those with a proven record exhibiting those characteristics.
Position Overview
We are seeking a highly organized, self-directed individual to provide operational and administrative support to a senior financial advisor. This is not a traditional paraplanner role. It is fundamentally an organizational role — one focused on keeping the advisor structured, on-track, operating at full capacity and providing top-tier service to the clients.
The ideal candidate is a natural systems builder: someone who creates order without being asked, thrives in ambiguous environments, and instinctively anticipates what is needed before it is requested. You will serve as the advisor’s operational anchor — build and maintain the protocols, workflows, and communication structures that allow high-level client work to move forward without unnecessary friction.
Primary Responsibilities
- Establish and maintain internal systems, processes, and protocols that bring structure to the advisor’s day-to-day operations
- Monitor open items, action lists, and follow-up tasks to ensure nothing slips through the cracks
- Anticipate what is needed for client and internal meetings — preparing materials, agendas, and background information proactively rather than reactively
- Set up and manage workflows and automation within the firm’s CRM and planning software platforms
- Capture and document key decisions, action items, and commitments made during meetings
- Track follow-through on post-meeting commitments and surface items that require the advisor’s attention; Ask clarifying questions and confirm understanding before executing
- Draft written summaries, decision logs, and task lists that create a clear paper trail of directions and commitments
- Manage up diplomatically — keeping the advisor on track and accountable without creating tension or friction
- Operate comfortably within CRM platforms, financial planning software, and productivity tools used by the firm
- Maintain accurate and up-to-date records within all platforms and systems
Qualifications
- Ability to build systems and structure in environments that lack them
- Detail-oriented and thorough — nothing falls through the cracks on your watch
- Proactive by nature; you identify what needs to happen and make it happen
- Strong time management skills; comfortable managing multiple open items simultaneously
- Ability to maneuver through ambiguity and navigate last-minute change
- Patient and grounded, yet assertive enough to push back or redirect when necessary
- Ability to read the room, manage your own reactions, and serve as the operational anchor
- Respectful and professional, but not passive; firm where it matters
- Comfortable asking clarifying questions early, before investing time in the wrong direction
- Excellent written communication skills
- Ability to turn unstructured, stream-of-consciousness input into a clean, prioritized action list
- Proficiency with CRM platforms (experience with financial services CRMs a plus)
- Familiarity with financial planning software is preferred but not required
- Comfort learning and navigating new software and platforms independently
Pay: $25.00 – $30.00 per hour
Work Location: In person
Title: Paraplanner (Part-Time) – Wealth Management
Company: TalentLink Solutions
Location: Farmington, CT
