The Opportunity
We're seeking a Paraplanner who enjoys being the engine behind great planning relationships.
This role is ideal for someone who:
- Loves financial planning
- Enjoys analysis and problem-solving
- Wants to make a meaningful impact on clients
- Thrives behind the scenes preparing advisors to deliver exceptional advice
- Enjoys learning and continuous improvement
Unlike many paraplanning positions, you won't simply gather data and push paperwork. You'll play an active role in helping uncover planning opportunities, coordinating client information, supporting advisor recommendations, and ensuring clients receive an exceptional planning experience from start to finish.
You'll develop deep planning knowledge while becoming a trusted resource for both clients and advisors. The ideal candidate enjoys balancing analytical work with meaningful client interaction and takes pride in helping ensure great planning ideas become real-world outcomes.
What You'll Do
Financial Planning Support
- Gather and organize client financial information
- Prepare and maintain financial planning software data
- Assist in developing retirement, tax, investment, estate, insurance, and cash flow analyses
- Prepare planning reports and recommendations
- Conduct planning research and case analysis
- Assist advisors in identifying planning opportunities
Client Relationship Support
- Serve as a key point of contact for clients regarding planning data, documentation, and follow-up needs
- Coordinate requests for tax returns, account statements, insurance information, estate documents, and other planning-related information
- Support advisors in preparing clients for upcoming meetings and recommendations
- Help ensure planning opportunities and client action items move from discussion to implementation
- Collaborate with clients, advisors, operations professionals, and tax professionals to deliver a seamless planning experience
Client Meeting Preparation
- Prepare meeting agendas and planning materials
- Coordinate planning recommendations and implementation steps
- Assist with client follow-up and documentation
Planning Excellence
- Review financial plans for accuracy and completeness
- Support retirement income planning analyses
- Assist with Roth conversion evaluations
- Identify tax-aware planning opportunities
Continuous Improvement
- Improve planning workflows and processes
- Help document best practices
- Support technology and planning software initiatives
- Contribute ideas to improve client outcomes and advisor efficiency
Professional Development
We invest heavily in professional growth.
Depending on experience and career goals, development opportunities may include:
- CFP® Education Support
- APMA® Designation
- Kitces Membership
- Tax Planning Education
- Advanced Planning Training
- Retirement Income Planning Education
- Ongoing Mentorship and Coaching
We don't simply expect growth. We invest in it.
Who Thrives at MidCoast?
Technical skills matter, but character matters more.
Drawing from Patrick Lencioni's The Ideal Team Player, our best team members are:
- Humble: They put the team's success above their own ego.
- Hungry: They have the drive to learn, grow, improve, and get after it.
- Relationally Smart: They build trust naturally, communicate well, and genuinely care about people.
They are also culture advocates who help protect and strengthen the culture we're building.
We're looking for someone who gets excited about our mission and embodies our core values:
- Others First: Serving leads to the greater good of our team, our clients, and our community.
- Build Trust: Do what you say. No surprises. Treat it like it's your own. Follow through.
- Communicate Well: Listen first, speak second. Say what you mean, mean what you say. If there's an issue, let's deal with it. Simplify the complexities.
- Be Hungry: Get after it. Continuously improve. Make it better than you found it.
What We're Looking For
Preferred Qualifications
- Bachelor's degree preferred
- Experience in financial planning, paraplanning, wealth management, tax, banking, insurance, accounting, or a related profession preferred
- CFP® interest strongly preferred
- Strong analytical and problem-solving skills
- High attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple priorities
- Coachable mindset and desire to learn
Most Important of All
We can teach planning software, processes, systems, and technical skills.
What we're truly looking for is someone who loves helping people, embraces continuous learning, enjoys solving complex problems, and wants to play an important role in delivering exceptional advice.
Why Join MidCoast?
We are offering an opportunity to join a mission: to help restore our profession to what it was always meant to be.
Serving, not selling.
An opportunity to become part of a planning-first firm that believes the best client outcomes come from thoughtful analysis, proactive advice, and strong teamwork.
An opportunity to make a meaningful impact on clients' lives, leave people better than you found them, and create work that inspires a “Well Done.”
If you love financial planning, enjoy solving problems, and want to help people make wise decisions, we'd love to hear from you.