• Paraplanner

    Posted: 09/24/2021

    Full Job Description

    The Paraplanner is an important member of our team and works under the direction of a Senior Planner. This position has a broad exposure to all the major fundamental functions of the firm.

    Key Responsibilities include but are not limited to the following:

    • Support financial planners in a variety of ways; including client communication and other planning and tax team tasks
    • Gather client documents for tax returns and financial plans.
    • Attend and document client meetings with Senior Planner.
    • Utilize the CRM to run client reports and update client data.
    • Act as liaison between Financial planners and the Investment Team.
    • Coordinate client paperwork (applications, transfers, etc.)
    • Assist with tax season by assembling and scanning tax returns
    • Pursue paraplanner credential

    Job Type: Full-time

    Pay: From $37,500.00 per year


    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Disability insurance
    • Health insurance
    • Health savings account
    • Paid time off


    • Monday to Friday

    COVID-19 considerations:
    Unvaccinated employees and clients must wear masks in the office.

    Ability to commute/relocate:

    • Middletown, RI: Reliably commute or planning to relocate before starting work (Preferred)

    Work Location:

    • One location

    Work Remotely:

    • No
    Interested parties may apply here

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