01/29/2026
Build a Career in Financial Planning — Not Just a Job
Financial Planning Associate (Paraplanner Track)
📍 North Kingstown, RI | In-Office | Full-Time
At Lifetime Advisors Group, we don’t hire “helpers.”
We hire future professionals.
We’re a holistic financial planning firm looking for a detail-oriented, tech-savvy individual who wants to grow into a Paraplanner role through structured learning, mentorship, and real responsibility.
This role begins with mastering operations, systems, and client experience — the foundation of great financial planning — and evolves into hands-on planning support.
What Makes This Role Different
✔ Clear career path into a Paraplanner role
✔ Structured onboarding and skill checklists
✔ Meaningful client interaction
✔ Supportive, professional team culture
✔ Bilingual skills valued as a professional asset
What You’ll Do
Manage client onboarding and service workflows
Become a power user of our CRM, planning software, and custodian platforms
Communicate with clients clearly, warmly, and professionally
Support advisors with meeting prep, notes, and follow-up
Learn the fundamentals of retirement and holistic financial planning
Who This Role Is For
You enjoy learning systems and understanding the “why”
You take pride in accuracy, follow-through, and organization
You’re curious about financial planning as a long-term career
You communicate clearly and professionally
You want growth, structure, and mentorship
Spanish Language Skills (Preferred)
Spanish proficiency (spoken and written) is strongly preferred and considered a valuable professional skill. Spanish skills enhance the role but do not replace the core responsibilities or career path into paraplanning.
Compensation
Starting salary: $45,000–$55,000
Salary growth tied to skill mastery and expanded responsibility
Send resume to: [email protected]
. . . .
