Financial Planning Associate/Paraplanner

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

Help People. Build Relationships. Grow Your Career.

Are you looking for a career where you can make a meaningful impact in people's lives while developing your expertise in financial planning?

New England Capital Financial Advisors is a growing independent wealth management firm dedicated to helping individuals, families, and business owners achieve their financial goals through thoughtful financial planning and investment management.

We're seeking a motivated and detail-oriented Financial Planning Associate/Paraplanner to join our team. This role offers hands‑on experience working directly with Financial Advisors, participating in client meetings, developing financial plans, and helping deliver exceptional client experiences.

Whether you're beginning your career in financial planning or looking to deepen your experience in wealth management, this position provides a clear path for professional growth, industry certifications, and advancement within the firm.

This is not a sales position and does not require cold calling.

What You'll Do

As a Financial Planning Associate, you'll play an important role in supporting our advisors and clients throughout the financial planning process.

Financial Planning & Client Support

• 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

Meeting Preparation & Follow‑Up

• Prepare agendas and pre‑meeting materials
• Participate in client meetings alongside advisors
• Document meeting notes and follow‑up action items
• Coordinate implementation of planning recommendations
• Work with attorneys, accountants, and other outside professionals when needed

Client Service

• Respond to client requests and service needs
• Assist with account maintenance and operational processing
• Help support client events, workshops, and educational seminars
• Work collaboratively with advisors and client service team members

Qualifications

Preferred

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

OR

• Previous experience in wealth management, financial planning, banking, insurance, investments, or client service

Skills & Attributes

• Strong analytical and problem-solving abilities
• Excellent organization and attention to detail
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a fast‑paced environment
• Proficiency with Microsoft Excel, Word, and PowerPoint
• High ethical standards and professional integrity
• Positive attitude and willingness to learn

Professional Development

At New England Capital, we believe in investing in our team members.

We support professional growth through:

• FPQP® designation support
• CFP® certification career path
• Advisor mentorship and training
• Exposure to all aspects of financial planning
• Long‑term advancement opportunities within the firm

Benefits

We offer a comprehensive benefits package that may include:

• Competitive salary
• Health insurance
• Dental insurance
• Paid time off (PTO)
• Paid holidays
• 401(k) plan with employer match
• CFP® education support