About Us

With over 60 years of independence and experience, we provide financial planning and investment management services to our clients while constantly innovating and streamlining our processes. Our purpose is simple yet powerful: we exist to support our clients, the community, and each other in leading fulfilling lives.

At the core of our success are our values of Integrity & Honesty, Knowledge, and Dependability. These guide how we serve our clients, work with each other, and make an impact in our community.

Our mission is to build deep relationships with our clients and provide high-touch, personalized financial guidance. We strive to be trusted partners on their journey, helping them uncover and achieve their most meaningful goals.

Position Overview

Carl P. Sherr & Co., LLC is seeking an eager and motivated individual to join our team as a Financial Planning Associate. This is an integral role within our planning team, working closely with advisors, clients, and prospects to support the development and implementation of personalized financial strategies.

Our clients range from young professionals building their financial foundation to individuals approaching or living in retirement. The position ofers meaningful client interaction and a clear pathway for continued professional growth within a collaborative advisory environment.

Responsibilities

Client Relationship Support

• Attend and contribute to client meetings
• Assist planners and principals in relationship management
• Manage ongoing client communication
• Help coordinate planning follow-up and implementation steps
• Lead selected new client relationships from incoming referrals, as appropriate

Financial Planning Preparation & Analysis

• Prepare and update financial plans using firm planning tools
• Model planning scenarios (retirement projections, Roth conversions, tax-aware strategies, and cash-flow planning)
• Research financial planning opportunities and recommendations for clients
• Support implementation of planning strategies

Meeting Coordination & Workflow Management

• Coordinate meeting preparation and post-meeting follow-up with administrative and operations support
• Track next steps and ensure planning action items move forward
• Maintain accurate documentation within CRM systems

Investment & Planning Operations Support

• Assist with account implementation and service requests
• Support portfolio summaries and planning-related investment analysis
• Coordinate with custodians and internal team members as needed
• Contribute to internal planning process improvements over time

Technology Tools Used (Training Provided)

• Orion
• Fidelity Wealthscape
• Redtail CRM
• eMoney Advisor
• Holistiplan

Qualifications

• Bachelor’s degree required
• CFP® Professional or 3+ years of experience in the financial services industry
• Strong written, verbal, and technical skills
• Tax planning experience or interest is a plus
• Self-motivated, intellectually curious, and detail oriented
• Positive attitude and strong ethical standards
• Commitment to lifelong learning
• Ability to work both independently and collaboratively as part of a team

What We Ofer

• Competitive compensation including base salary commensurate with experience and an incentive plan
• Career advancement and mentorship within a planning-focused advisory firm
• Participation and contribution to our long-term strategic business plan
• Professional development supported or subsidized by the firm
• Community volunteering encouraged and supported
• SIMPLE IRA with up to 3% employer match
• Company contribution toward health insurance coverage
• Paid stock market holidays and paid time of (3 weeks)

Next Steps

Please send your resume and cover letter to hiring@carlpsherr.com

or Contact Us