Financial Planning Associate: Growth, CFP Path, & Mentorship

New England Capital Financial Advisors LLC; Cheshire (CT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Dental insurance

Paid time off

Paid holidays

401(k) plan

CFP education support

Job summary

New England Capital Financial Advisors LLC is seeking a Financial Planning Associate/Paraplanner to support our wealth management team. You will work directly with Financial Advisors, participate in client meetings, develop financial plans, and help deliver exceptional client experiences.

This role offers hands-on experience in financial planning, with clear opportunities for professional growth, certifications, and advancement within the firm.

Qualifications

• Bachelor's degree in related field required.
• Experience in wealth management or financial planning preferred.
• Strong analytical and problem-solving abilities.
• Excellent organization and attention to detail.

Responsibilities

• Gather and organize client financial information.
• Prepare financial planning analyses, retirement projections, and scenario modeling.
• Assist in developing financial plans and client recommendations.
• Create presentations and planning materials for client meetings.
• Maintain Investment Policy Statements and planning documents.
• Prepare agendas and pre-meeting materials; participate in client meetings.
• Document meeting notes and follow-up action items; coordinate implementation.
• Respond to client requests and support account maintenance.

Skills

Analytical thinking

Organizational skills

Written and verbal communication

Excel proficiency

PowerPoint proficiency

Multitasking ability

Education

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

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

New England Capital Financial Advisors LLC is seeking a Financial Planning Associate/Paraplanner to support our wealth management team. You will work directly with Financial Advisors, participate in client meetings, develop financial plans, and help deliver exceptional client experiences.

This role offers hands-on experience in financial planning, with clear opportunities for professional growth, certifications, and advancement within the firm.