47
paraplanner jobs
Covenant Wealth Advisors —Henrico, VA
Responsible for reviewing statements, forecasting review data, developing a meeting agenda format, creating presentations, case documentation and deliverables…
Estimated: $63.1K - $80K a year
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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: $59.3K - $75.1K a year
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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
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6d
Summit Financial Strategies —Columbus, OH
Bachelor’s Degree from an accredited college or university (preferably in Financial Planning, Business, Accounting, Finance, or related field).
Estimated: $55.4K - $70.1K a year
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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
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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
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6d
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
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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
HighTower Advisors —North Andover, MA
Update and print financial plans, help in performance investment analysis, and customize spreadsheets for client review meetings. Proof data to ensure accuracy.
Estimated: $84.9K - $107K a year
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Tobias Financial Advisors —Plantation, FL
Prepare financial planning deliverables and analysis including, but not limited to, estate planning summaries, insurance analysis, beneficiary reviews,…
Estimated: $56.9K - $72.1K a year
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3d
Stratos Wealth Partners LLC —Clifton Park, NY
Stay abreast of significant changes and developments (e.g. taxation, regulatory, legal, competitive, and technical) within the fields of investments and…
$65,000 - $85,000 a year
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Paragon Wealth Advisors —Seattle, WA
Provide general administrative duties such as answering the advisor’s phone, processing expense management reports, preparing routine client correspondence,…
$65,000 - $85,000 a year
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3d
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
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Farther Finance —San Francisco, CA
Experience in personal financial planning software like Right Capital or equivalent and portfolio analysis tools. Manage and track client follow-up tasks.
Estimated: $86.6K - $110K a year
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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
Pizzabagel LLC —Rye Brook, NY
The Support Advisor | Paraplanner position is an entry/mid-level position for licensed individuals which requires demonstrated competence within the areas of…
$28 - $41 an hour
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Pizzabagel LLC —Rye Brook, NY
The Support Advisor | Paraplanner position is an entry/mid-level position for licensed individuals which requires demonstrated competence within the areas of…
$65,000 - $75,000 a year
Quick Apply
Scarbrough Financial Group —San Rafael, CA
Ability to review and understand financial statements and cash flows. Bachelor’s degree or higher. Minimum 5 years industry experience.
Estimated: $101K - $129K a year
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: $96.9K - $123K a year
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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
9d
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