Senior Financial ParaPlanner, Advisor Services

• Produce comprehensive financial plans for affiliated advisors across retirement, tax, estate, education funding, insurance, cash flow, and Social Security analysis.
• Run detailed tax analyses including Roth conversion modeling, tax-efficient withdrawal strategies, and charitable giving scenarios.
• Serve as a trusted planning expert, preparing advisors for client meetings with clear deliverables and talking points.
• Help define workflows, templates, and quality standards for the centralized planning function, and mentor junior planners.

This role enables values-aligned financial advisors to focus on client relationships while ensuring clients' portfolios reflect their financial goals and values, driving positive change through impact investing and shareholder engagement.

• CFP® certification (active and in good standing).
• 3–5 years of hands-on experience building comprehensive financial plans in a professional setting (RIA, broker-dealer, or planning firm).
• Strong working knowledge of financial planning software (e.g., RightCapital, Holistiplan, Wealth.com, eMoney).
• Ability to translate complex planning concepts into clear, actionable deliverables.

$85,000–$105,000 base salary plus performance bonus. Competitive benefits including health, dental, vision, 401(k), and paid time off. Ground-floor opportunity with leadership trajectory and tech-forward environment.

Formative (formerly First Affirmative) is a pioneer in values-aligned investing since 1988, now part of YourStake, building a modern tech-enabled platform for values-aligned financial advisors to help clients navigate transformative times with holistic financial life planning and impact investing.