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Paraplanner – Wealth Management & Client Insights
Job in
Fall River, Bristol County, Massachusetts, 02720, USA
Listed on 2026-06-04
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
Masis Professional Group is looking for an experienced Paraplanner in Massachusetts to support their financial planning team. In this role, you will assist senior financial planners by conducting financial research, preparing detailed reports, and managing client relationships effectively.
The successful candidate will bring a solid knowledge of financial planning principles and must be licensed with Series 65 or 7/66. You'll play a vital role in ensuring the efficiency of the financial planning process, from research to client meetings.
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