Hybrid

A boutique financial services advisory firm based in Natick, Massachusetts, is seeking a Paraplanner to join its collaborative team. This role supports financial advisors by creating and updating client financial plans, reviewing portfolios, and preparing materials for client meetings. Ideal candidates have solid financial planning experience and enjoy working in a detail-oriented, client-focused environment. The company fosters a supportive culture with flexible hours and values teamwork and professional development. This role offers an excellent chance to contribute meaningfully while growing within a close-knit, client-first firm.

Paraplanner Responsibilities:

• Create and maintain detailed financial plans to assist advisors and clients
• Analyze investment portfolios and recommend rebalancing as needed
• Prepare client meeting materials and financial updates
• Ensure all activities comply with regulations and company policies
• Manage client data within financial planning software and CRM systems
• Support daily administrative tasks related to client accounts
• Stay informed on market trends and financial planning strategies

Paraplanner Requirements:

• Bachelor’s degree in Finance, Business Administration, or related field
• Minimum 3 years of experience in financial planning or advisory support
• Proficient with eMoney, Envestnet, Salesforce, Holistiplan, and MoneyGuidePro
• Strong organizational skills and attention to detail
• Ability to manage multiple client needs and deadlines effectively
• Knowledge of financial regulations and compliance standards
• CFP certification preferred but not required

Benefits:

• Health insurance coverage
• 401(k) plan with company match
• Unlimited PTO plus paid holidays
• Opportunity for professional growth
• Supportive, flexible workplace culture

Be a key player at a boutique financial advisory team seeking a detail-oriented Paraplanner to aid advisors and provide top-tier client planning support!

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