Paraplanner (Advisor Track) - Acushnet, MA

Advisor Talent Solutions•Acushnet, MA

12d•Onsite

About The Position

This is a hands-on opportunity for a licensed Para Planner in the Acushnet / New Bedford, MA area who is serious about becoming a Financial Advisor. This role is designed for growth, offering direct work with the lead advisor, learning the full client process, building financial plans, participating in client meetings, and developing into an advisor role over time. The firm is actively investing in the growth of individuals who seek mentorship, structure, client exposure, and a clear path in wealth management.

Requirements

Series 65 license required, or equivalent licensing that allows investment advisory work.
Experience as a Para Planner, Associate Planner, Client Service Associate, Junior Advisor, Associate Advisor, or similar role in a planning-driven advisory firm.
Strong interest in becoming a Financial Advisor.
Comfort working with financial planning software, CRM systems, and client data.
Strong written and verbal communication skills.
High attention to detail and strong follow-through.
Ability to manage multiple priorities in a fast-paced environment.
Professional, empathetic, and client-first communication style.
Willingness to receive feedback, learn quickly, and grow within a small team.
Ability to work in-office in the Acushnet / New Bedford, MA area.

Nice To Haves

Experience with Wealthbox, Retirement Analyzer, SEI, Nitrogen, or Holistiplan is a plus, but not required for someone who learns quickly.

Responsibilities

Preparing for upcoming client and prospect meetings by reviewing calendars, messages, documents, and case details.
Gathering and organizing client documents, including tax returns, statements, pay stubs, and other financial information.
Entering and updating client data in CRM and planning systems.
Helping build retirement plans, financial planning scenarios, and client presentations.
Reviewing planning work with the advisor before client meetings.
Sitting in on discovery, evaluation, strategy, and review meetings.
Taking detailed meeting notes and tracking follow-up items.
Preparing case packets, review materials, and client-facing documents.
Helping move clients from prospect to implementation to ongoing service.
Working closely with client service, administrative, and operations team members to keep tasks organized and on track.
Learning the firm’s full planning and advisory process with the goal of eventually leading portions of meetings and owning client relationships.