Paraplanner

Overview

Join a Team That Puts Clients First and Empowers You to Grow

Since 1981, Harbor Group has built our reputation on uncompromising integrity and exceptional client service. We always put our clients' interests ahead of everything else and as a Paraplanner, you'll play a key role in making that happen every day. Your work will directly help families and individuals achieve financial security, retire confidently, and build legacies they can be proud of.

If you're someone who thrives on digging into details, solving complex problems, and seeing the real impact of your efforts, this role is built for you. We're looking for a driven, curious professional who takes ownership, thrives in both team-oriented and individual realms, and brings honesty and reliability to everything they do.

Every day looks different because our clients' lives do. You'll support our advisor team by:

• Gathering and analyzing data from tax returns, insurance policies, retirement accounts, estate documents, and more
• Building and refining comprehensive financial plans using cutting-edge tools
• Running projections, generating clear reports, and spotting opportunities to strengthen client outcomes
• Collaborating closely with advisors while owning your projects from start to finish
• Joining client discovery meetings to understand needs firsthand and contribute insights
• Staying ahead of details so advisors can focus on deep client relationships

This is hands-on work where your initiative and accuracy make a tangible difference; no busywork, just meaningful contributions.

We invest in people who invest in themselves. Our benefits and culture are designed for long-term success and work-life balance:

• Competitive salary + performance bonus
• Full medical, dental, vision coverage; 401(k) with generous employer profit-sharing match; life/disability insurance; paid parental leave
• Hybrid setup (split time between home and our Bedford office) with flexible scheduling
• Generous paid time off to recharge
• On-site fully equipped gym

Plus, you'll have real opportunities to grow: mentorship from experienced advisors, exposure to advanced planning strategies, and a clear path to advance as you build expertise.

• Bachelor's degree (required)
• 3+ years in financial services (preferred, but we're open to strong candidates with relevant experience or certifications)
• FPQP® designation or similar a big plus
• Comfort with tools like Salesforce, Orion, Right Capital, Holistiplan, and Microsoft Office (or eagerness to master them quickly)
• Self-directed mindset: you take initiative, manage your time effectively, and deliver high-quality work
• Strong analytical skills, attention to detail, and a genuine commitment to doing things right
• Team-oriented but independent, you collaborate well while owning your responsibilities

If this sounds like you and you're ready to bring your work ethic and integrity to a firm that truly values them, we'd love to hear from you.

Send your cover letter and résumé to  Tell us why you're excited about helping clients achieve their goals while growing your own career here.

We look forward to meeting the next driven Paraplanner ready to make an impact!