Top 43 Paraplanner Jobs

Paraplanner with eMoney Experience (Series 7 & Series 66 Required)
Pathlight Advisors —Scottsdale, AZ
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply
10d
Financial Advisor Assistant / Paraplanner
Generations Wealth Advisors —Raleigh, NC
- $50,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Research
- Office
- Health savings account
- Health insurance
Quick Apply
14d
Paraplanner
Cooper McManus Wealth Management —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
Paraplanner
Ameriprise Financial —Idaho Falls, ID
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
Financial Paraplanner
Ameriprise Financial —West Chester, OH
- $25 - $35 an hour
- Part-time
- Background check
- Microsoft Outlook
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Paraplanner
Cambridge Investment Research —Remote
- $22 an hour
- Part-time
- Remote
- Research
- Mid-level
- Analysis skills
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
- $50,000 - $100,000 a year
- Full-time
- No experience needed
- Entry level
- Paid training
- Health savings account
Paraplanner
Scarbrough Financial Group —San Rafael, CA
- Microsoft Outlook
- 5 years
- Office
Paraplanner
Ameriprise Financial - Washington —Bellevue, WA
- $78,000 - $95,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Communication skills
- Paid holidays
- Dental insurance
Quick Apply
Paraplanner
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Writing skills
- Data analysis skills
- Mid-level
- Paid holidays
- Health insurance
Paraplanner
Thompson Financial Group —Baltimore, MD
- $80,000 - $120,000 a year
- Office
- Microsoft Office
- Analysis skills
Quick Apply
Associate Financial Advisor / Paraplanner
Farther Finance —San Francisco, CA
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
Paraplanner/Financial Planner
Signature Wealth Advisors —Orlando, FL
- $90,000 - $110,000 a year
- Full-time
- Data analysis skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
14d
Paraplanner
Ameriprise Financial - California —Merced, CA
- $28 - $33 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Paraplanner
Kestra Financial —Fairfield, NJ
- Full-time
- Microsoft Word
- Data analysis skills
- Research
- Health insurance
- 401(k)
Quick Apply
Paraplanner (Associate Advisor) in Carlsbad, CA
ValueBase Consulting —Carlsbad, CA
- $30 an hour
- Full-time
- Mid-level
- Office
- Finance
Financial Advisory - Paraplanner
Kestra Financial —Pittsburgh, PA
- Full-time
- Bachelor of Science
- Mid-level
- Finance
- Health insurance
- 401(k)
Quick Apply
Paraplanner
Fidelis Financial Strategies —Cookeville, TN
- $40,000 - $70,000 a year
- Full-time
- Research
- Mid-level
- Office
- Continuing education credits
- Health savings account
Quick Apply
10d
Licensed Paraplanner
Ameriprise Financial Services, LLC —Limerick, PA
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Paid time off
Quick Apply
Paraplanner / Associate Financial Advisor
Ameriprise Financial —Glen Allen, VA
- Full-time
- Office
- Finance
- Analysis skills
6d

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Paraplanner with eMoney Experience (Series 7 & Series 66 Required)

Pathlight Advisors
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year
10 days ago

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Financial planning software
Investment management advisory services
Series 66
Series 7
Driver's License
Technical writing experience
Insurance planning
Financial services
Series 65
Experience practicing in the securities industry
Estate planning
Series 63

Full Job Description

Pathlight Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help our clients to develop a clear vision of their life goals. The team at the Pathlight Advisors helps support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life.

Pathlight Advisors also has a niche in designing, advising, reviewing and monitoring qualified retirement plans.

Pathlight Advisors

The culture at Pathlight Advisors is focused on excellence and individual growth. We encourage advancing education and acquiring additional designations. We want to create a career path and trajectory for our team members that capitalizes on their strengths. We believe when a team member is valued and encouraged it benefits the entire organization.

Role Summary

The primary responsibility of the Associate Financial Planner is to provide support to the Financial Advisors preparing client meeting material utilizing eMoney, offer recommendations, obtain illustrations and possess financial product knowledge. We are looking for a candidate with great attention to detail, accuracy and technical writing skills. Editing and proofreading is critical when preparing client meeting material for our high net worth individual and corporate clients.

This role requires a self-starter who is disciplined and uses time effectively and meets deadlines. The ideal candidate will possess a naturally positive attitude with a friendly & optimistic communication style. The chosen candidate will be a member of a dynamic team in a collaborative, client-focused environment utilizing their exceptional organizational, communication and problem-solving skills. This is a role that offers great career path opportunities.

Role Responsibility

· Prepare client meeting material

· Prior to client meeting obtain financial updates and enter information into the financial software eMoney, review scores and consult with Financial Advisor

· Review prior client meeting notes to ensure follow-up actions have been completed

· Complete post meeting eMoney updates when needed

Develop and maintain proficient knowledge of financial products and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.

Maintaining data integrity across all systems and updating as necessary.

Participate in special projects and perform other duties as assigned.

Role Requirements

· 3+ years of experience in the financial services industry, in a registered capacity.

· Must hold securities registrations of Series 7 along with Series 63. Series 65/66 strongly preferred or to be obtained within 90 days of hire

· Dedicated to excellence in everything you do

· Outstanding communication skills - verbal and written

· Experience with eMoney

· Must be organized, meticulous & detail oriented

· Ability to thrive in a fast-paced environment, as well as the ability to prioritize and multitask

· Impeccable problem solving and time management skills a must

· Ability to exercise good judgement by recognizing urgency and setting priorities

· Must be able to pass background check

· Must possess a valid driver’s license and have reliable transportation

Schedule, Benefits & Compensation

· Monday through Friday 7:30am - 4:00pm

· 401 (K) and Profit Sharing

· Paid Time Off

· Competitive Salary

· Health and Dental Insurance

Pathlight Advisors is an Equal Opportunity Employer

Job Type: Full-time

Salary is commensurate with experience and qualifications

Pay: $65,000.00 - $75,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Experience:

Paraplanning: 1 year (Preferred)

License/Certification:

Series 7 and Series 66 (applicable 63 & 65 Registrations) (Required)

Ability to Commute:

Scottsdale, AZ 85254 (Preferred)

Work Location: In person

Quick Apply

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