Financial Planning Associate - CFP Path & Mentorship

New England Capital Financial Advisors LLC; Cheshire (CT); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Paid time off

Paid holidays

401(k) plan with employer match

CFP education support

Job summary

New England Capital Financial Advisors is seeking a motivated Financial Planning Associate/Paraplanner to join our team. You will support our advisors, participate in client meetings, develop financial plans, and help deliver exceptional client experiences.

Ideal candidates have a bachelor's degree in a related field and prior wealth management or client service experience. You will gain hands-on experience, earn CFP/FPQP support, and have clear growth paths within the firm.

Qualifications

• Bachelor's degree in Financial Planning, Finance, Economics, Business, Accounting or related field.
• Wealth management/finance client service experience preferred.

Responsibilities

• Gather and organize client financial information and prepare analyses.
• Develop financial plans and client recommendations with advisors.
• Prepare presentations and planning materials for client meetings.
• Maintain Investment Policy Statements and planning documents.
• Coordinate implementation of planning recommendations.

Skills

Analytical skills

Organization

Communication skills

Multi-tasking

MS Excel/Word/PowerPoint

Ethical integrity

Willingness to learn

Education

Bachelor's degree in Financial Planning, Finance, Economics, Business, Accounting

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

New England Capital Financial Advisors is seeking a motivated Financial Planning Associate/Paraplanner to join our team. You will support our advisors, participate in client meetings, develop financial plans, and help deliver exceptional client experiences.

Ideal candidates have a bachelor's degree in a related field and prior wealth management or client service experience. You will gain hands-on experience, earn CFP/FPQP support, and have clear growth paths within the firm.