Paraplanner; Licensed

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Echelon Planning Group located near New Bedford, MA is seeking a Paraplanner who is enthusiastic about building a long-term career in the financial industry. This role is designed for someone eager to learn, develop new skills, and advance professionally within our firm.

As a Paraplanner, you will play a key role in supporting our financial advisor, delivering exceptional service to clients, and helping to develop comprehensive financial plans. If you are proactive, detail-oriented, and passionate about making a positive impact, we encourage you to join our team and embark on an exciting career in financial planning. This position offers a fast‑track path with clear progression from Paraplanner to Advisor.

• Assist Financial Advisor with case preparation to ensure all client information and documentation are accurate and up to date
• Prepare for client meetings by organizing necessary materials, reports, and analyses
• Conduct follow‑up activities after client meetings, including summarizing action items and coordinating next steps
• Serve as a direct point of contact for clients, addressing inquiries and providing timely, professional support
• Gather, organize, and input client data into CRM
• Ensure compliance with regulatory requirements and internal procedures

• Series 65 license or equivalent required or must be obtained within 30 days of hire date
• 1+ years’ experience in the financial industry or paraplanner role
• A motivated individual who has a goal of becoming a Financial Advisor
• Exceptional communication skills with the ability to present complex financial concepts to clients in a clear, easy‑to‑understand manner
• Ability to connect with clients and build trust through genuine relationship‑building, empathy, and consistent follow up

• Adaptable:
  Thrives in fast‑paced environments, pivoting with ease while maintaining focus on priorities
• Growth Mindset:
  Driven to learn and improve, with the ability to turn feedback into opportunity
• Proactive Problem‑Solver:
  Anticipates challenges, identifies solutions, and takes initiative to resolve issues

• $70k - $85k base based on experience, includes additional 10% quarterly bonus based on new business revenue
• Health insurance at reduced cost
• Long term disability
• 401k with up to 4% match

• In office required
• Monday and Thursday: 8am-5pm
• Tuesday: 8am-7pm
• Friday: 9am-2pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at