Junior Associate / Paraplanner

We are partnering with a boutique, fee‑based financial advisory practice that manages just under $100M in client assets across approximately 110 households. The firm takes a highly personalized, education‑driven approach to financial planning and investment management, serving a client base that includes government employees, healthcare professionals, and public‑sector workers — groups often underserved by traditional advisory models. This is an excellent opportunity for someone early in their financial services career who is eager to learn, deeply values compliance and ethics, and wants hands‑on exposure to portfolio management and planning. The Junior Associate / Paraplanner will directly support a highly experienced Senior Financial Advisor by assisting with the investment and portfolio management function, research, client preparation, and operational follow‑through. This position is designed to grow over time, including firm sponsorship for FINRA licensing (Series 6 or Series 7) once foundational competencies are demonstrated. This is not a sales role — it is analytical, compliance‑focused, and client‑centric.