Financial Planning Associate: Paraplanner Path; Bilingual
Job in
Wickford Junction, Washington County, Rhode Island, USA
Listed on 2026-01-22
Listing for:
Life Time Advisors Group
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
Location: Wickford Junction
A financial planning firm is seeking a Financial Planning Associate with a structured path towards a Paraplanner role. The candidate should be detail-oriented and organized, with strong communication skills and a curiosity for financial planning. Responsibilities include managing client workflows and supporting advisors. Proficiency in Spanish is preferred. This position offers opportunities for ongoing learning and skill-based growth into financial advisory roles.
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Position Requirements
10+ Years
work experience
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