FiStaff
Paraplanner
- directions_car 02494 Needham
- work Full-time
About the position
Take the Next Step in Your Career With Us!
Are you an experienced Paraplanner with a passion for building financial security and supporting clients’ long-term goals? We’re hiring a Full-Time Paraplanner to join a growing, collaborative wealth management team. If you're looking for a role where your expertise is valued, your work makes a real impact, and you can enjoy flexibility and growth opportunities, this could be your next great move.
Paraplanner
? Remote or Hybrid (Based in Needham, MA) |? Full-time |? Financial Planning & Wealth Management
Why Work With Us:
• Flexible hybrid or remote work options with a strong work-life balance
• Work closely with experienced financial advisors in a collaborative, team-focused environment
• Competitive compensation, 401(k) contributions, generous PTO, Summer Fridays, and more
What You'll Do:
• Build and analyze comprehensive financial plans and retirement projections
• Support advisors with meeting prep, agenda creation, client deliverables, and follow-up
• Conduct portfolio reviews and analysis using platforms like Black Diamond
• Liaise with custodians to manage accounts, paperwork, and escalated service issues
• Collaborate with clients and their advisors to facilitate data gathering and communication
• Maintain accurate client records across CRM and integrated systems
What We’re Looking For:
• 2+ years of experience in a Paraplanner role—preferably at a fee-only RIA
• Active Series 65 (or Series 7 and 66) license(s)
• Bachelor's degree in Finance, Economics, Accounting, or Business
• Proficiency with financial planning tools (e.g., NaviPlan, FP Alpha) and Microsoft Excel
• Strong understanding of retirement, investment, tax, insurance, and estate planning
• Excellent analytical, communication, and organization skills
• Ability to work independently and as part of a collaborative team
• CFP® designation or progress toward certification strongly preferred
Ready to Land Your Next Great Role?
Apply now and let our recruiting team help you take the next step in your career!
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Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Place of work
02494 Needham
United States of America
About the company
FiStaff was founded in 1992 to provide Texas’s most respected financial services companies with custom staffing solutions with our talented people. We began in Houston, where the company is still headquartered, but quickly expanded to service the entire Dallas/Fort Worth Metroplex as well as Austin. It wasn’t long before FiStaff was serving clients and job seekers state-wide.
For the past three decades, we’ve remained laser-focused on our mission to connect the best financial talent with the organizations that need them most. Whether it’s banking, accounting, mortgage, or administrative roles, including financial services staffing, we’ve been dedicated to serving the great state of Texas, and we look forward to the next 30 years of making those connections.
Similar job titles
- Financial Planning Assistant
- Wealth Management Associate
- Investment Support Specialist
- Client Services Paraplanner
- Financial Advisory Assistant
- Portfolio Planning Associate
- Advisory Services Coordinator
- Financial Planning Analyst
- Client Relationship Coordinator
- Asset Management Support Specialist
Relevant places near
- Boston
- South Boston
- Cambridge
- Quincy
- Newton
- Somerville
- Framingham
- Framingham Center
- Waltham
- Brookline
Job ID: 9789281
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