Overview

About Saltbox Financial

Saltbox Financial is a boutique, women-owned, fee-only fiduciary financial planning firm in Portsmouth, New Hampshire. We offer creative, values-based planning to clients of all backgrounds, and we advise on impact investing across the spectrum, from ESG funds to community development investments.

We’re an LGBTQ+ friendly firm and a safe haven for people historically underrepresented in financial services, as clients and as colleagues. We run on cooperative principles and continuous improvement, so everyone on our small team has a voice in how we work.

About this Role

The Paraplanner Associate is a part-time, hourly W-2 position of 10–15 hours per week. You’ll work closely with our lead Financial Planners, and at times the firm’s Principal, on post-meeting follow-up and plan updates.

  • Hours: 10–15 hours per week, ideally spread across 3–4 days
  • Pay: $35–$40 per hour, depending on experience (W-2 employee)
  • Benefits: Paid time off, holidays, and a 401(k) with employer match
  • Schedule: Flexible, with availability during Eastern Time business hours

Responsibilities

Pre-Meeting

  • Update clients’ information and investment holdings in RightCapital and Advyzon.
  • Review client materials for planning opportunities to discuss during the meeting.
  • Liaise with client services team for questions regarding client documents.

Post-Meeting Financial Plan Preparation

  • Perform research for the advisor using primary source data (not AI).
  • Turn Jump’s AI-generated notes into client-facing follow-up materials. The Paraplanner Associate should be able to expand on topics as needed and create a concise list of tasks for the client to complete.
  • Update financial plans in RightCapital and run relevant reports based on source data to help the advisor make recommendations.
  • Prepare investment account rebalance instructions using linked models in Advyzon.

Ongoing Administrative

  • Track and record time related to client work for accurate billing.
  • Follow workflow systems and task management in Advyzon and Airtable.

Qualifications

Required

  • Bachelor’s degree
  • 1 year at a financial planning firm creating and delivering financial plans, or 2 years of general financial planning experience.
  • Availability during Eastern Time business hours.
  • A reliable, private home internet connection.

Desired

  • Series 65 or a combination of the Series 66 and 7 strongly preferred.
  • Ability to use Microsoft Word and Excel, including utilizing basic formulas and features.
  • Hands-on experience with RightCapital or similar financial planning software.
  • Familiarity with Advyzon or similar all-in-one CRM and portfolio management software.
  • Comfort working with AI note-taking tools like Jump, and a good eye for what they get wrong.
  • Warm, plain-language writing that turns technical notes into actionable steps.
  • Ability to switch between tasks without losing the big picture. We are a team of neurodivergent individuals who welcome different ways of doing things, as long as deadlines are met and quality doesn’t suffer.
  • Works independently and knows when to ask questions. You should be able to use a detailed Standard Operating Procedure to perform a new task, with some expectation for clarifying questions.
  • Basic tax literacy, including understanding the components of a 1040 and how to calculate capital gains in a taxable account.
  • Comfortable with everyday tools like Slack, Google Workspace, and Dropbox.

Nice to Have

  • Experience at a fee-only financial planning firm. If you don’t have this, you should understand fee-only planning and what makes it unique.
  • CFP certification or AFC certification, or progress toward it.
  • Experience with Airtable and TextExpander.
  • Interest in socially responsible investing.

How to Apply

Submit a brief cover letter and resume. In your cover letter, please tell us about your experience building financial plans and why you would be a fit for the Saltbox team. Applications without a cover letter will not be considered.

Saltbox Financial is an equal opportunity, welcoming employer. We especially encourage applications from people who are not well represented in financial services, including people of color, LGBTQ and queer people, women, trans and non-binary people, and people with disabilities.

We are committed to fair employment opportunities for all team members and prospective employees, regardless of race, ethnicity, religion, gender, sexual orientation, gender presentation, country of origin, age, genetic background, disability, or military service history. We believe a diverse range of viewpoints, life experiences, and skills makes our firm stronger.