Echelon Planning Group · 3 days ago
Paraplanner (Licensed)
Acushnet, MA
Full-time
Onsite
Entry Level
$60K/yr - $75K/yr
1+ years expEchelon Planning Group is seeking a Licensed Paraplanner who is enthusiastic about building a long-term career in the financial industry. The role involves supporting financial advisors in providing outstanding service to clients and crafting financial plans, while ensuring compliance with regulatory requirements.
AdviceEmployee BenefitsFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
Assist Financial Advisor with case preparation to ensure all client information and documentation are accurate and up to date
Prepare for client meetings by organizing necessary materials, reports, and analyses
Conduct follow-up activities after client meetings, including summarizing action items and coordinating next steps
Serve as a direct point of contact for clients, addressing inquiries and providing timely, professional support
Gather, organize, and input client data into CRM
Ensure compliance with regulatory requirements and internal procedures
Qualification
Required
Series 65 license or equivalent required or must be obtained within 30 days of hire date
Bachelor's degree
1+ years' experience in the financial industry or paraplanner role
A motivated individual who has a goal of becoming a Financial Advisor
Exceptional communication skills with the ability to present complex financial concepts to clients in a clear, easy-to-understand manner
Ability to connect with clients and build trust through genuine relationship-building, empathy, and consistent follow up
Preferred
Adaptable: Thrives in fast-paced environments, pivoting with ease while maintaining focus on priorities
Growth Mindset: Driven to learn and improve, with the ability to turn feedback into opportunity
Proactive Problem-Solver: Anticipates challenges, identifies solutions, and takes initiative to resolve issues
Benefits
Health insurance at reduced cost
Long term disability
401k with up to 4% match
Company
Echelon Planning Group
Echelon Planning Group offers wealth management, financial advisory, and personalized planning services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
David Hodgkins
Managing Partner
Scotty Pires
Partner, Financial Advisor
Company data provided by crunchbase