Take the Next Step in Your Career With Us!
Are you an experienced Paraplanner with a passion for building financial security and supporting clients’ long-term goals? We’re hiring a Full-Time Paraplanner to join a growing, collaborative wealth management team. If you're looking for a role where your expertise is valued, your work makes a real impact, and you can enjoy flexibility and growth opportunities, this could be your next great move.
Paraplanner
? Remote or Hybrid (Based in Needham, MA) |? Full-time |? Financial Planning & Wealth Management
Why Work With Us:
• Flexible hybrid or remote work options with a strong work-life balance
• Work closely with experienced financial advisors in a collaborative, team-focused environment
• Competitive compensation, 401(k) contributions, generous PTO, Summer Fridays, and more
What You'll Do:
• Build and analyze comprehensive financial plans and retirement projections
• Support advisors with meeting prep, agenda creation, client deliverables, and follow-up
• Conduct portfolio reviews and analysis using platforms like Black Diamond
• Liaise with custodians to manage accounts, paperwork, and escalated service issues
• Collaborate with clients and their advisors to facilitate data gathering and communication
• Maintain accurate client records across CRM and integrated systems
What We’re Looking For:
• 2+ years of experience in a Paraplanner role—preferably at a fee-only RIA
• Active Series 65 (or Series 7 and 66) license(s)
• Bachelor's degree in Finance, Economics, Accounting, or Business
• Proficiency with financial planning tools (e.g., NaviPlan, FP Alpha) and Microsoft Excel
• Strong understanding of retirement, investment, tax, insurance, and estate planning
• Excellent analytical, communication, and organization skills
• Ability to work independently and as part of a collaborative team
• CFP® designation or progress toward certification strongly preferred
Ready to Land Your Next Great Role?
Apply now and let our recruiting team help you take the next step in your career!
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Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
