Financial Planning Associate / Paraplanner

Job overview

The Financial Planning Associate / Paraplanner role is an onsite, full-time position in Cheshire, CT. Compensation is not specified. New England Capital Financial Advisors is an independent wealth management firm serving individuals, families, and business owners. The associate supports financial advisors and clients throughout the planning process by preparing analyses and materials, participating in meetings, coordinating follow-up, and assisting with client service. The role contributes to the firm’s delivery of financial planning and investment management services.

What you'll do

• Gather and organize client financial information
• prepare planning analyses, retirement projections, and scenario models
• assist with financial plans and recommendations
• prepare meeting materials
• maintain investment policy statements and planning documents
• participate in client meetings
• document notes and follow-up
• coordinate implementation
• respond to client requests and support account maintenance and events.

What we're looking for

Skills & competencies

financial planning associate

paraplanner

cheshire ct

new england capital

financial planning

wealth management

client support

retirement projections

investment policy statements

advisor mentorship

fpqp support

cfp career path

Work arrangement

• Weekend coverage required

Benefits & perks

• Health and dental insurance, paid time off, paid holidays, 401(k) with employer match, and CFP education support
• the posting says the package may include these benefits.

Why this role

The posting states this is not a sales position and does not require cold calling; professional development support includes FPQP and CFP pathways.

About the employer

New England Capital Financial Advisors LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.