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Hybrid Financial Planning Associate | Paraplanner
Remote / Online - Candidates ideally in
West Hartford, Hartford County, Connecticut, 06107, USA
Listed on 2026-07-13
West Hartford, Hartford County, Connecticut, 06107, USA
Listing for:
Apella Wealth
Full Time, Remote/Work from Home
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Apella Wealth is seeking a Financial Planning Associate to serve as a paraplanner under the supervision of wealth advisors. You will assist in retirement planning, estate management, tax planning, and insurance while supporting client relationships and ensuring high‑quality service.
This role is based in West Hartford, CT with some in‑office collaboration and limited remote work as determined by team leadership.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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