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Paraplanner to Wealth Advisor — Career‑Track in Planning

$80k - $90k

World Insurance Associates LLC

World Insurance Associates LLC seeks a Paraplanner / Wealth Advisor in Westborough, MA. The role involves supporting Senior Advisors in delivering high-quality financial advice, preparing and analyzing financial plans, and participating in client meetings. Candidates should possess a Bachelor’s degree, Series 7 and Series 66 licenses, and a strong interest in financial planning. Compensation ranges from $80,000 to $90,000, alongside competitive benefits. #J-18808-Ljbffr World Insurance Associates LLC

Vacancy posted 2 days ago
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