Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Paraplanner to Financial Advisor — Hands-On Mentorship

Advisor Talent Solutions

Advisor Talent Solutions is seeking a licensed Para Planner in Acushnet, MA, who is passionate about financial planning. This role offers hands-on experience alongside the lead advisor, with a clear path to becoming a Financial Advisor. Responsibilities include supporting the advisor in client meetings, building financial plans, and managing client data. Ideal candidates are motivated, detail-oriented, and ready to engage in a collaborative team environment. This is an in-office position with potential for future flexibility. #J-18808-Ljbffr Advisor Talent Solutions

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Paraplanner to Financial Advisor — Hands-On Mentorship in Acushnet, MA vacancy
  • Advisor Talent Solutions is seeking a licensed Para Planner in Acushnet, MA, ready to take on a hands-on role working directly with a lead advisor. This unique opportunity allows you to develop real financial planning skills while engaging in client meetings. Ideal candidates... 
    Financial

    Advisor Talent Solutions

    Acushnet, MA
    4 days ago
  •  ...Para Planner who is serious about becoming a Financial Advisor. This is not a “forever support” role. This is a hands-on opportunity to work directly with the lead...  ...advisor role over time. For someone who wants mentorship, structure, client exposure, and a clear path... 
    Financial
    Work at office
    Afternoon shift

    Advisor Talent Solutions

    Acushnet, MA
    4 days ago
  •  ...at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goal Relationship Banker, Banking, Relationship, Banker, Operations, Customer Service... 
    Financial

    Webster Bank

    New Bedford, MA
    14 hours ago
  •  ...environment. This role will play a key part in ensuring accuracy across revenue recognition, job costing, and financial reporting. The ideal candidate is a hands-on accounting professional with recent NetSuite experience and a strong command of project accounting... 
    Financial
    Local area

    Ascendo

    North Dartmouth, MA
    2 days ago
  • $250k - $270k

    Chief Financial Officer (CFO) - Strategic Finance & ESOP Leadership Salary Range: $250k-27...  ...unique balance of strategic thinking and hands‑on execution. The CFO will lead a small...  ...relationships with external auditors, lenders, and advisors. Ensure compliance with regulatory... 
    Financial
    Contract work

    Wainwright Talent Partners

    New Bedford, MA
    2 days ago
  • $77k - $87k

     ...Portfolio Support Manager provides flexible, hands‑on management support across a regional...  .../regulatory requirements. Staff Mentorship & Interim Supervision Provide temporary...  ...accountability, and service excellence. Financial & Compliance Accountability Monitor rent... 
    Financial
    Permanent employment
    Temporary work
    Interim role
    Shift work

    Peabody Properties, Inc.

    Lakeville, MA
    14 hours ago
  • Wainwright Talent Partners is looking for a Chief Financial Officer (CFO) in New Bedford, MA. The CFO will lead financial strategy, overseeing...  ...is a key executive position, requiring strategic planning and hands-on execution to drive company growth and sustainable financial... 
    Financial

    Wainwright Talent Partners

    New Bedford, MA
    2 days ago
  • A leading financial services provider is seeking a Senior Relationship Banker to manage and enhance client relationships in New Bedford, MA. The role focuses on attracting new clients and retaining existing ones through exemplary service and financial advice. Candidates... 
    Financial

    Santander Bank, N.A.

    New Bedford, MA
    4 days ago
  • $18.5 - $23 per hour

     ...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration... 
    Financial
    Flexible hours
    Weekend work

    Webster Bank group

    New Bedford, MA
    14 hours ago
  • $18.5 - $23 per hour

    Webster Bank group in New Bedford is hiring a Banking Center Relationship Banker. In this role, you will assist customers with financial transactions, assess their needs, and offer appropriate financial products. This position requires strong customer service and sales... 
    Financial
    Hourly pay

    Webster Bank group

    New Bedford, MA
    3 days ago
  •  ...shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking...  ...Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees... 
    Financial
    Work at office
    Local area

    North Easton Savings Bank

    East Taunton, MA
    1 day ago
  • $109.78k - $139.78k

     ...experience, including leadership of payroll operations and teams Hands‑on experience with payroll processing, time and attendance...  ...acupuncture, physical therapy, wellness coaches, and more. Our financial benefits are designed to secure your future, offering a 401k with... 
    Financial
    Local area
    Worldwide
    Flexible hours

    Twice

    Fairhaven, MA
    14 hours ago
  • $18.5 - $23 per hour

     ...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration... 
    Financial
    Flexible hours
    Weekend work

    Webster Bank

    New Bedford, MA
    14 hours ago
  • $80k - $90k

     ...The Assistant Controller is responsible for the day-to-day oversight and function of general ledger accounting, internal cash and financial controls, financial reporting, and financial compliance systems of BCL. This role reports to the Chief Financial Officer (CFO) and... 
    Financial
    Full time
    Work at office
    Local area
    Immediate start
    Monday to Friday

    Better Community Living

    New Bedford, MA
    14 hours ago
  • $55k - $75k

     ...fast-paced environment. This individual will serve as a trusted advisor to clients, helping evaluate coverage needs, guide renewal...  ...one of the largest and fastest-growing independent insurance and financial services firms in the U.S. We combine national strength with local... 
    Financial
    Work at office
    Local area

    Dickerson Group

    New Bedford, MA
    14 hours ago
  • $52.5k

     ...powered advice on this job and more exclusive features. Your Journey Starts Here Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that... 
    Financial
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Afternoon shift

    Santander Bank, N.A.

    New Bedford, MA
    4 days ago
  • A financial services company is seeking a Staff Accountant for a hybrid position based in New Bedford, MA. This role involves a variety of accounting functions ensuring accurate financial information. Responsibilities include preparing bank deposits, maintaining records... 
    Financial
    Bank staff

    Mount Kemble Search Group

    New Bedford, MA
    4 days ago
  • $77.2k - $96.5k

     ...business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud reporting... 
    Financial
    Full time
    Shift work

    World Wide Technology

    North Dartmouth, MA
    3 days ago
  • $25 per hour

     ...data sc... $250,000.00 yearly Full-time Quick Apply Chief Financial Officer (CFO) - Strategic Finance & ESOP Leadership. Salary Range...  ..., restaurant and bar-driven entertainment venue. This is a hands-on leadership role for someone passionate about great food, hosp... 
    Financial
    Hourly pay
    Full time
    Part time
    Internship
    Summer internship
    Remote work
    Work from home

    Acushnet Holdings Corp.

    Fairhaven, MA
    4 days ago
  • $109.78k - $139.78k

     ...experience, including leadership of payroll operations and teams* Hands-on experience with payroll processing, time and attendance...  ...acupuncture, physical therapy, wellness coaches, and more. Our financial benefits are designed to secure your future, offering a 401k with... 
    Financial
    Local area
    Worldwide
    Flexible hours

    Titleist

    Fairhaven, MA
    4 days ago
  • $133.82k - $170.42k

     ...Will Be DoingThe role leads and optimizes the company’s global financial consolidation and close processes while serving as the primary...  ..., foreign currency translation, and equity method investments* Hands-on experience with consolidation and ERP systems, with SAP experience... 
    Financial
    Worldwide
    Flexible hours

    Titleist

    Fairhaven, MA
    4 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Financial
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    New Bedford, MA
    more than 2 months ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Financial
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    New Bedford, MA
    more than 2 months ago
  • $75k

     ...Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory. You have a business-owner mindset, are self-... 
    Financial
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    North Dartmouth, MA
    14 hours ago
  •  ...Business Partnership Serve as a trusted advisor and business partner to the EIP Business...  ...Operations & Employee Relations Provide hands‑on leadership in core HR disciplines including...  ...connect HR strategy to operational and financial outcomes. Proven ability to influence and... 
    Financial
    Work at office
    Local area

    AMETEK

    New Bedford, MA
    2 days ago
  • $32 per hour

     ...extension What You’ll Be Doing Manage credit risk across a portfolio of accounts throughout the order-to-cash cycle Analyze financial statements and credit data to determine creditworthiness and assign credit limits Monitor account activity, resolve... 
    Financial
    Weekly pay
    Full time
    Contract work
    Immediate start
    Remote work

    Manpower

    Fairhaven, MA
    2 days ago
  • $133.82k - $170.42k

     ...Fairhaven, Massachusetts, is seeking a Senior Manager of Consolidations & Reporting. In this full-time role, you will lead global financial consolidation processes, manage reporting, and drive system enhancements while ensuring compliance with U.S. GAAP. The ideal candidate... 
    Financial
    Full time

    Titleist

    Fairhaven, MA
    4 days ago
  • High Point & Affiliated Organizations is looking for an Accountant to manage financial statements and analysis in New Bedford, MA. This role includes preparing monthly reports, reconciling transactions, and participating in the annual budget preparation. The ideal candidate... 
    Financial

    High Point & Affiliated Organizations

    New Bedford, MA
    1 day ago
  •  ...Mortgage Loan Officer serves as a trusted advisor to customers and supports the Bank's...  ...relationships with Realtors, builders, attorneys, financial advisors, nonprofit organizations,...  ...to be able to operate their fingers and hands to perform functions such as typing, writing... 
    Financial
    Hourly pay
    Work experience placement
    Work at office

    North Easton Savings Bank

    Lakeville, MA
    4 days ago
  •  ...restaurant in New Bedford, Massachusetts. This pivotal role demands a hands-on leader passionate about outstanding hospitality and...  ...a proven track record of driving team performance, and strong financial management skills. The position promises excellent compensation... 
    Financial
    Casual work

    Nbutexas

    New Bedford, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Paraplanner to Financial Advisor — Hands-On Mentorship. Be the first to apply!