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Licensed Paraplanner: Launch Financial Advisory Career
Job in
Acushnet, Bristol County, Massachusetts, 02743, USA
Listed on 2026-01-01
Listing for:
Echelon Planning Group
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A financial planning firm located in Acushnet, MA is seeking a Licensed Paraplanner who will support financial advisors and provide exceptional client service. The ideal candidate should possess strong communication skills and a Series 65 license or be willing to obtain one within 30 days. Responsibilities include preparing client materials, summarizing meetings, and maintaining compliance. This full-time position offers a base salary of $60,000 to $75,000 along with a 10% quarterly bonus and additional benefits.
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