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Financial Analyst Financial Consultant

Wealth Planning Analyst — Paraplanner to Advisor

Job in Westborough, Worcester County, Massachusetts, 01581, USA
Listing for: World Insurance Associates, LLC.
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 90000 USD Yearly USD 80000.00 90000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Westborough, MA, is seeking a Paraplanner / Wealth Advisor to support a Senior Financial Advisor and enhance client experience. This career-track position offers no sales responsibilities. Key duties include developing financial plans, analyzing data, preparing for client meetings, and ensuring client satisfaction. Candidates should have a Bachelor's degree, Series 7 and 66 licenses, and proficiency in Microsoft Office.

The base salary ranges from $80,000 to $90,000, with a competitive benefits package.
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