Financial Planning Associate
Financial Planning Associate (Paraplanner Track) – Bilingual Preferred
North Kingstown, RI | In-Office | 30 hours to Full-Time
Lifetime Advisors Group is a holistic financial planning firm dedicated to helping individuals and families make confident, informed financial decisions. We practice Holistic Wealth Management based on our 5 Pillars: Financial Planning, Asset Mgmt, Tax Mgmt, Protection Planning and Legacy Planning.
We are hiring a Financial Planning Associate with a clear, structured path into a Paraplanner role. This position is ideal for someone who wants to build a long-term career in financial planning by first mastering operations, systems, and client experience.
What You’ll Do
- Manage client onboarding and service workflows
- Become a power user of our CRM, planning software, and custodian platforms
- Communicate with clients clearly, warmly, and professionally
- Support advisors with meeting prep, notes, and follow-up
- Learn the foundations of retirement, tax-aware, and holistic planning
- Who You Are
- Detail-oriented and highly organized
- Comfortable learning systems and technology
- Strong written and verbal communicator
- Curious about financial planning as a profession
- Takes ownership and pride in accuracy
- Spanish Language Skills (Preferred)
- Spanish proficiency (spoken and written) is strongly preferred and valued as a professional asset. Spanish skills enhance the role but do not replace the core responsibilities or career path into paraplanning.
Compensation
Starting salary: $45,000
Salary to increase once series 65 and Certified Fiduciary designation obtained
Clear, skill-based growth into a Paraplanner role
Apply with your resume and a brief note on why financial planning interests you.
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Gayle M Jendzejec ChFc CLU CASL CTS CFS RFC LUTCF President, Lifetime Advisors Group
IRMAA Certified Planner
(O) 401-821-0080
RI and FL Office Locations:
1130 Ten Rod Rd, F-102 North Kingstown RI 02852
"Specializing in Helping Women Become More Engaged and Confident in Their Financial Life"
** Health Care Management Strategies - IRMAA Certified
** Retirement Planning **
**Tax Management Strategies **
**Social Security Planning **
**Estate and Extended Care Planning **
Guaranteed Income and Money Management Strategies Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov. C2P Capital Advisory Group d/b/a Prosperity Capital Advisors (PCA) is an investment advisor registered with the U.S. Securities and Exchange Commission. Please contact PCA if there are any changes in your personal or financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Our Form ADV Part 2A and Form CRS are available upon request. Please do not submit trade instructions via email as they cannot be accepted in this manner. Similarly, we do not accept trading instructions via voice mail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Advisor if you need to give instructions related to your account. CONFIDENTIALITY NOTICE: This message, including any associated files and links, is intended only for use of the individual to which it is addressed and may contain information that is confidential, subject to copyright, or constitutes a trade secret. You are hereby notified that any dissemination, copying or distribution of this message or files associated with this message is strictly prohibited. If you have received this message in error, please delete it from your computer and notify us immediately by phone at(401) 821-0080 or by replying to this message. Messages sent to and from the company may be monitored.
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Gayle M Jendzejec ChFc CLU CASL CTS CFS RFC LUTCF President, Lifetime Advisors Group