Paraplanner – Support Financial Advisor

Nichols College; Dudley (MA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Disability Insurance

401k with matching & profit-sharing

Job summary

Nichols College is offering an internship in Accounting, Data Analytics, Economics & Finance. The role emphasizes data entry, meeting preparation, and client follow-up under the supervision of a Financial Planner.

Training and mentorship are provided to ensure success. The position is salaried with no sales or AUM gathering, and the ideal candidate has a Bachelor's degree with 1–3 years in financial planning and relevant licenses or certifications.

Qualifications

• Bachelor's Degree
• 1-3 years of experience in the financial planning industry preferred
• FPQP® or Series 65 license preferred
• Strong verbal and written communication skills
• Diligent attention to detail
• Proficiency with Microsoft Office products
• Experience with Schwab, Advisor Engine, eMoney, Holistiplan, Hubly, ProConnect Tax preferred

Responsibilities

• Under supervision, gather and maintain client data
• Prepare for client meetings and follow up on action items
• Update and model client information in financial planning software
• Generate financial planning reports as appropriate
• Complete trades and money movement in client portfolios
• Enter data in tax software
• Answer client inquiries as appropriate
• Research financial planning topics as needed
• Assist with other projects to improve service and efficiency

Skills

Attention to detail

Strong written communication

Time management

Interpersonal skills

Collaborative mindset

Education

Bachelor's Degree

Tools

Microsoft Office

Schwab

Advisor Engine

eMoney

Holistiplan

Hubly

ProConnect Tax

Job description

["

and the job listing Expires on August 30, 2026

Internship Accounting, Data Analytics, Economics & Finance

The ideal candidate for this position possesses high attention to detail, strong written communication, and effective time management, combined with strong interpersonal skills and a collaborative mindset.

This position is suitable for a candidate who enjoys conducting technical research and analyzing client data behind the scenes rather than leading client relationships.

In this role, you will support the Financial Planner with data entry, meeting preparation and client follow-up. You will develop expertise in financial planning software and firm processes. We provide training and mentorship to ensure success.

This is a salaried position with no sales, commissions or gathering assets under management.

Essential Duties and Responsibilities

• Under the supervision of a Financial Planner, you will:
  • Gather and maintain client data
  • Prepare for client meetings and follow up on action items
  • Update and model client information in financial planning software
  • Generate financial planning reports as appropriate
  • Complete trades and money movement in client portfolios
  • Enter data in tax software
  • Answer client inquiries as appropriate
• Research financial planning topics as needed
• Assist with other projects within the firm to improve service and efficiency.

Desired Skills and Experience

• Bachelor's Degree
• 1-3 years of experience in the financial planning industry preferred
• Financial Paraplanner Qualified Professional (FPQP®) or Series 65 license preferred
• Strong verbal and written communication skills
• Demonstrated diligent attention to detail
• Proficiency with Microsoft Office products
• Experience with Schwab, Advisor Engine, eMoney, Holistiplan, Hubly, ProConnect Tax preferred
• Salary based on experience ($45,000 - $60,000)
• 401k with matching & profit-sharing
• Health Insurance and disability insurance

"]