46
paraplanner jobs
Valenta Capital Management —Denver, CO
Position Summary: This position will provide financial plan support to two financial advisors by collecting and analyzing client financial data, developing…
$60,000 - $80,000 a year
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Barber Financial Co, Inc. —DuBois, PA
The paraplanner must be committed to gaining a broad base of knowledge across all client related functions of the business, including investments, insurance,…
$51,831.39 - $62,420.59 a year
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13d
Bernicke Wealth Management, Ltd. —Altoona, WI
HOURS:* 40-45 per week between the hours of 8:00 a.m. - 7:00 p.m. Monday-Friday – based on meetings. A key player that supports Wealth Managers during meetings,…
Estimated: $25.7K - $32.5K a year
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5d
Charles R. Green & Associates, Inc. —Fort Worth, TX
Make prospect calls and maintain organized prospect pipelines. Fort Worth, TX: Relocate with an employer provided relocation package (Preferred).
$65,000 - $85,000 a year
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Shepherd Financial Partners —Winchester, MA
Maintain non-cash compensation log. Assist with tracking required licenses and certifications. Assist with correspondence to clients and others, including…
From $60,000 a year
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16h
MD Financial Advisors —Chanhassen, MN
Create financial plans, debt plans, insurance analysis and moreCreate investment proposals based on our investment philosophy. On-the-fly problem solving.
$45,000 - $48,000 a year
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The Bulfinch Group —Portsmouth, NH
Monitor open cases throughout underwriting/account opening process and update internal tracking tools. Create various reports and analysis as part of strategy…
$45,000 - $55,000 a year
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12d
Proficient Wealth Counselors, LLC —Norwood, MA
Prepares charts, graphs, tables, and other visual aids to be used in implementation meetings with clients. Understands major financial planning components.
$50,000 - $55,000 a year
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2d
Four Quadrants Advisory —Carmel, IN
2+ yrs experience preferred working in the financial advisory field. Our recommendations are only as good as the information provided for the plan that is…
$55,000 - $999,999 a year
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13d
TPM Placement —Baltimore, MD
Perform complex analysis of planning strategies, risks, and opportunities in the areas of retirement planning, tax planning, estate planning, cash flow planning…
$70,000 - $75,000 a year
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2d
Lineweaver Financial Group —Valley View, OH
Work with clients to understand needs and case design through fact-finding, collecting and analyzing information regarding client risk tolerance, long and short…
$75,000 - $100,000 a year
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3d
First Financial Consulting —Pasadena, CA
Manage and analyze client financial data to develop preliminary financial and investment plans. The role requires proficiency in financial planning software and…
$75,000 - $100,000 a year
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Ennea Wealth Solutions —Downers Grove, IL
We always put the interests of those who give their trust above our own. Be proficient with income taxes and planning strategies, Social Security and Medicare,…
$70,000 - $80,000 a year
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GPac —Marietta, GA
Bachelor's degree in finance, Accounting or related field preferred. The para-planner will work closely with financial advisors to prepare financial plans,…
$42,000 - $58,000 a year
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11d
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
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3d
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: $49.4K - $62.6K a year
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Lineweaver Financial Group —Valley View, OH
Work with clients to understand needs and case design through fact-finding, collecting and analyzing information regarding client risk tolerance, long and short…
$75,000 - $100,000 a year
Quick Apply
Carlson Capital Management —Bloomington, MN
A Bachelor’s degree in business administration, finance, or a related field is preferred. Prepares and delivers client correspondence via phone, email, and mail…
Quick Apply
11d
Heritage Financial Strategies —Remote
Assist with daily administrative tasks such as correspondence, data entry, and filing. Conduct detailed analysis of clients' financial situations, including…
$27 - $45 an hour
Summit Financial Strategies —Columbus, OH
Bachelor’s Degree from an accredited college or university (preferably in Financial Planning, Business, Accounting, Finance, or related field).
Quick Apply
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