Financial Planning Associate - Paraplanner Growth Path

New England Capital Financial Advisors, LLC; Cheshire (CT); On-site; USD 60,000 - 76,000; Full time

Benefits offered by this job

CFP certification path

Advisor mentorship

Professional development

Long-term advancement

Job summary

New England Capital Financial Advisors, LLC is seeking a motivated Financial Planning Associate/Paraplanner to join our wealth‑management team in Connecticut. You’ll work closely with Financial Advisors, help develop financial plans, and deliver excellent client experiences while gaining hands-on experience in planning and investment management.

This role supports professional growth, CFP® certification pathways, and advancement within the firm.

Qualifications

• Bachelor’s degree related to financial planning or wealth management.
• Demonstrated analytical and organizational skills.
• Good written and verbal communication abilities.

Responsibilities

• Support advisors and clients during the financial planning process.
• Gather client information, prepare analyses, retirement projections, and scenarios.
• Assist in developing plans and client recommendations.
• Create presentations for client meetings and update planning documents.
• Maintain Investment Policy Statements and planning documents.
• Attend client meetings and take follow-up notes and actions.

Skills

Analytical thinking

Organization

Communication (written)

Communication (verbal)

multitasking

Excel/Office proficiency

Integrity

Willingness to learn

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 motivated Financial Planning Associate/Paraplanner to join our wealth‑management team in Connecticut. You’ll work closely with Financial Advisors, help develop financial plans, and deliver excellent client experiences while gaining hands-on experience in planning and investment management.

This role supports professional growth, CFP® certification pathways, and advancement within the firm.