Paraplanner, Wealth Advisor

Job description

Boston Harbor Wealth Advisors, LLC (BHWA) Westborough, MA Boston Harbor Wealth Advisors, LLC (BHWA) is a fast-growing independent financial services practice based in Westborough, MA. We provide comprehensive wealth management services that cover all aspects of our clients’ financial lives, including financial planning, investment management, estate planning, and tax-aware strategies. The Paraplanner / Wealth Advisor will work closely with a Senior Financial Advisor and Client Service Associate to support the delivery of high-quality financial advice and an exceptional client experience for an established and mature client base. This role is designed as a career-track position for a developing advisor who is building technical, planning, and client-facing skills. No sales or new client acquisition responsibilities are required. RESPONSIBILITIES Financial Planning & Advisory Support: - Prepare and assist in the development of comprehensive financial plans, including retirement planning, education funding, cash flow and liability strategies, tax planning, and risk management. - Gather, organize, and analyze client financial data to support plan construction and ongoing reviews. - Ass...