42
paraplanner jobs
Wright Associates Investment Advisers —Pittsburgh, PA
Assist in financial planning data entry, collection, and review. You will not be giving advice, developing leads, or cold calling.
$40,000 - $60,000 a year
Quick Apply
Kasch, Levitch, McAleer & Assoc —Glen Allen, VA
Help support financial plan construction and create allocations for client portfolios in various software tools. Financial concepts: 1 year (Preferred).
$50,000 - $80,000 a year
Quick Apply
7d
Wilcox Financial / Wilcox Sports Management —Toledo, OH
Help cover reception desk, as part of a rotation, to relieve receptionist for lunch and time-off. The Paraplanner will collaborate with additional staff members…
Estimated: $47.5K - $60.2K a year
Quick Apply
1d
Foguth Financial Group —Shelby Charter Township, MI
Ability to pursue FINRA 65 Series and Michigan Life and Health licensing. Our advisors educate over 500 households annually*.
$45,000 - $60,000 a year
Quick Apply
6d
Ameriprise Financial - Michigan —Remote
Proven analytical and independent problem-solving skills. This position will work closely clients and advisors to assist with creating financial plans,…
$52,000 - $65,000 a year
Quick Apply
1d
Lfp Consulting —Rapid City, SD
Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client…
From $17 an hour
Quick Apply
1d
JTB INTERNATIONAL INC —Reston, VA
Responds to incoming emails and telephone calls from Advisors and clients in a timely and professional manner. FBI background check and credit check required.
Estimated: $58.6K - $74.2K a year
Quick Apply
Ameriprise Financial —Sacramento, CA
Should also have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and…
$75,000 - $95,000 a year
Quick Apply
4d
Advisor Employee Services —Shelton, CT
Conduct comprehensive financial analysis to support client planning objectives which includes retirement planning, income analysis, investment analysis, fee…
$85,000 - $100,000 a year
Quick Apply
Covenant Wealth Advisors —Henrico, VA
Responsible for reviewing statements, forecasting review data, developing a meeting agenda format, creating presentations, case documentation and deliverables…
Estimated: $67.4K - $85.3K a year
Quick Apply
Kasch, Levitch, McAleer & Associates —Glen Allen, VA
This person will develop and help advisors implementation financial plans for clients using Money Guide Pro and other tools. Paid holidays and PTO program.
$50,366.36 - $60,656.27 a year
Quick Apply
Financial Gravity —Lakeway, TX
Bachelor's degree in Finance, Business Administration, or a related field (preferred). Utilize RightCapital software to create comprehensive financial plans,…
$55,000 - $70,000 a year
Quick Apply
2d
Thrivent —Geneva, IL
Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn.
$45,000 - $60,000 a year
Your Hiring Partners —Hempstead, NY
Bachelor’s degree in finance, economics, accounting, or related field. Series 7, 66 licensed, preferred. 2-3+ years of experience in financial planning and…
$90,000 - $100,000 a year
Quick Apply
Crux Wealth Advisors —Villa Park, IL
Thorough understanding of income strategies, investment risk/tolerance and investment products. Life/health insurance licensed preferred, but not required.
$70,000 - $85,000 a year
Quick Apply
RIA Recruiting —Centennial, CO
Data input and analysis in eMoney Financial Planning software. Assist with developing new processes with the team. Analyze tax returns in Holistiplan.
$80,000 - $100,000 a year
Quick Apply
Ameriprise Financial - Virginia —Virginia Beach, VA
Proven analytical and independent problem-solving skills. Preparing preliminary financial planning recommendations and entering data in financial planning tool.
Estimated: $58.8K - $74.5K a year
Quick Apply
Wayne Norrid Wetmore Wealth Management, powered by Ameriprise Financial —Owatonna, MN
Provide backup support for answering phones, greeting clients, and handling mail, contributing to a positive and welcoming client experience.
$55,000 - $65,000 a year
Quick Apply
Berkshire Money Management —Dalton, MA
We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership…
Estimated: $95.8K - $121K a year
Quick Apply
Tobias Financial Advisors —Plantation, FL
Prepare financial planning deliverables and analysis including, but not limited to, estate planning summaries, insurance analysis, beneficiary reviews,…
Estimated: $57.1K - $72.3K a year
Quick Apply
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