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Wealth Advisor Paraplanner — Career Path in Planning
Job in
Westborough, Worcester County, Massachusetts, 01581, USA
Listed on 2026-06-18
Listing for:
World Insurance Associates, LLC.
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
World Insurance Associates, LLC. is seeking a Paraplanner / Wealth Advisor in Westborough, MA. This career-track position supports Senior Advisors by preparing comprehensive financial plans and enhancing the client experience for an established client base.
The ideal candidate has a Bachelor's degree, strong communication skills, and a keen interest in financial planning, along with required Series 7 and Series 66 licenses.
This role offers a competitive salary and benefits package, with a salary range of $70,000 to $80,000.
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