46
paraplanner jobs
Crown Financial Group —Memphis, TN
Bachelor's degree in finance, accounting, or a related field (Master's degree preferred). Minimum of 5 years of experience in financial services, public…
$35,898 - $74,962 a year
Quick Apply
Traction Wealth Advisors - Ameriprise Financial —New Albany, OH
Develop portfolio/robust product solution recommendations that will fit the client's risk tolerance and time frame as well as develop appropriate product…
$45,000 - $60,000 a year
Quick Apply
Forney Financial —Lynnwood, WA
The Financial Paraplanner plays a crucial role in supporting financial advisors by conducting research, analysis, and preform administrative tasks to ensure…
$60,000 - $70,000 a year
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Ameriprise Financial —Blythewood, SC
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including the SIE, Series 7, Series 66, and…
From $70,000 a year
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2d
Phillips Financial —Fort Wayne, IN
Preferred candidates must hold a bachelor’s degree in Financial Planning, Accounting, Finance, or Mathematics. Financial planning services and client follow-up.
$45,000 - $75,000 a year
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Vista Wealth Management Group —Schaumburg, IL
You have confidence in a variety of settings, are able to hold your own, to think on your feet, and to answer questions directly.
$65,000 - $95,000 a year
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Bernardo Wealth Planning —Harleysville, PA
Responsibilities include data recording during the inventory and goal setting meetings, client follow up after meetings, organization of client information for…
$50,000 - $70,000 a year
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Allegheny Financial Group Ltd —Pittsburgh, PA
A best-in-class 401K plan with online planning and reporting tools. Previous experience with data management, analysis, and reporting.
Estimated: $50.7K - $64.1K a year
Childfree Wealth, LLC —Remote
As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing top-notch service to our clients. 401(k) with company match.
$50,440 a year
20h
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
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23h
The Diamond Group Wealth Advisors —San Ramon, CA
Understand legal and compliance issues related to working in the financial services and investment advice field. Willing to Report Monday to Friday*.
From $25 an hour
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1d
Ameriprise Financial - Washington —Edmonds, WA
Proven analytical and independent problem-solving skills. Comprehensive benefits package including PTO and paid holidays, medical insurance with 70% of premiums…
$60,000 - $74,000 a year
Quick Apply
10h
The Reserve Investments —Newport Beach, CA
Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client…
$70,000 - $90,000 a year
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1d
Centurion Financial Strategies, LLC —Bloomington, MN
Your attention to detail and analytical skills will be instrumental in ensuring accurate pricing analysis and strategic financial recommendations.
$40,000 - $60,000 a year
Quick Apply
1d
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