Paraplanner/Associate Advisor
New Bedford, Massachusetts
Clarity Retirement and Wealth is a growing independent advisory firm focused on helping individuals and families gain clarity, confidence, and control over their financial future. We are looking for a motivated Paraplanner / Associate Advisor who is ready to play an active role in client relationships and financial planning.
This is not a back office only role. The right person will be involved in client interaction, planning preparation, and ongoing relationship support. This is an excellent growth opportunity for an organized, hard-working and motivated candidate.
Responsibilities
- Work directly with advisors to prepare financial plans and recommendations
- Assist in gathering and analyzing client financial information
- Utilize eMoney and Morningstar for financial planning and portfolio analysis
- Participate in client meetings and assist with follow up communication
- Communicate regularly with clients regarding documents, planning updates, and service requests
- Help prepare planning reports, presentations, and portfolio reviews
- Attend weekly in person team meetings and collaborate on planning strategies
- As experience and skills develop, begin taking the lead role in onboarding new client relationships
Qualifications
- Strong communication skills and comfort interacting with clients
- Experience using eMoney and Morningstar
- Organized, detail oriented, and able to manage multiple priorities
- Team oriented and willing to participate in regular in person collaboration
- 2+ years of experience in financial services support or operations role
- Series 65
- CFP or in process of completing CFP
- Bachelor’s degree
Location
New Bedford, Massachusetts
Fully In-person role
In person collaboration and team meetings are expected
Compensation
- Base salary (commensurate with experience) $75-$100k
- Opportunities for annual bonuses
- Health Insurance covered in full
- Paid time off